Northstar Advisory Group
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Northstar Advisory Group’s Starbucks SBUX Stock Holding History

Northstar Advisory Group’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
Q3 		$883K Buy
9,396
+5,465
+139% +$564K 0.27% 58
2026
Q2 		$402K Buy
+3,931
New +$396K 0.12% 93
2025
Q2 		– Sell
-28,492
Closed -$2.79M – 111
2025
Q1 		$2.79M Buy
28,492
+1,517
+6% +$157K 1.83% 17
2024
Q4 		$2.46M Buy
26,975
+18,737
+227% +$1.81M 1.25% 26
2024
Q3 		$803K Buy
+8,238
New +$707K 0.42% 54
2023
Q2 		– Sell
-17,016
Closed -$1.77M – 94
2023
Q1 		$1.77M Buy
17,016
+185
+1% +$19.3K 1.33% 18
2022
Q4 		$1.67M Buy
16,831
+1,451
+9% +$137K 1.32% 12
2022
Q3 		$1.3M Buy
+15,380
New +$1.31M 1.16% 15
2021
Q3 		– Sell
-3,338
Closed -$373K – 110
2021
Q2 		$373K Buy
3,338
+433
+15% +$49K 0.23% 79
2021
Q1 		$317K Sell
2,905
-102
-3% -$10.7K 0.24% 77
2020
Q4 		$322K Buy
+3,007
New +$287K 0.27% 75

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northstar Advisory Group's SBUX Position: Q3 2026 in Review

Northstar Advisory Group increased its Starbucks (SBUX) stake by 139% in Q3 2026, buying an estimated $564K and bringing the position to 9,396 shares worth $883K. The position accounts for 0.27% of the portfolio, ranked #58.

Northstar Advisory Group first reported a position in SBUX in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.79M in Q1 2025. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Northstar Advisory Group held 9,396 shares of Starbucks worth $883K as of Q3 2026.
  • Northstar Advisory Group bought 5,465 Starbucks shares in Q3 2026, an estimated $564K.
  • Starbucks made up 0.27% of Northstar Advisory Group's portfolio in Q3 2026, its #58 holding.
  • Northstar Advisory Group first reported a position in Starbucks in Q4 2020 and has held it in 11 quarters since.
  • Northstar Advisory Group's Starbucks position peaked at $2.79M in Q1 2025.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.