Northern Financial Advisors’s Starbucks SBUX Stock Holding History

Northern Financial Advisors’s Portfolio SBUX Stock Details SBUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Buy	4,471 +456	+11%	+$43.1K	0.29%	85
2025 Q4	$338K	Sell	4,015 -867	-18%	-$73.1K	0.39%	70
2025 Q3	$413K	Sell	4,882 -312	-6%	-$27.9K	0.22%	94
2025 Q2	$476K	Sell	5,194 -128	-2%	-$11.1K	0.36%	75
2025 Q1	$522K	Sell	5,322 -24	-0.4%	-$2.48K	0.43%	68
2024 Q4	$488K	Sell	5,346 -670	-11%	-$64.8K	0.39%	71
2024 Q3	$587K	Sell	6,016 -1,467	-20%	-$126K	0.45%	68
2024 Q2	$583K	Sell	7,483 -20	-0.3%	-$1.63K	0.47%	67
2024 Q1	$686K	Sell	7,503 -41	-0.5%	-$3.81K	0.54%	63
2023 Q4	$724K	Buy	7,544 +980	+15%	+$95.4K	0.61%	57
2023 Q3	$599K	Buy	6,564 +437	+7%	+$42.9K	0.55%	57
2023 Q2	$607K	Buy	6,127 +13	+0.2%	+$1.35K	0.53%	60
2023 Q1	$637K	Sell	6,114 -113	-2%	-$11.8K	0.6%	55
2022 Q4	$618K	Buy	+6,227	New	+$588K	0.7%	48

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Financial Advisors's SBUX Position: Q1 2026 in Review

Northern Financial Advisors increased its Starbucks (SBUX) stake by 11% in Q1 2026, buying an estimated $43.1K and bringing the position to 4,471 shares worth $401K. The position accounts for 0.29% of the portfolio, ranked #85.

Northern Financial Advisors first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $724K in Q4 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Northern Financial Advisors held 4,471 shares of Starbucks worth $401K as of Q1 2026.
Northern Financial Advisors bought 456 Starbucks shares in Q1 2026, an estimated $43.1K.
Starbucks made up 0.29% of Northern Financial Advisors's portfolio in Q1 2026, its #85 holding.
Northern Financial Advisors first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Starbucks position peaked at $724K in Q4 2023.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.