NWF Advisory Services’s Starbucks SBUX Stock Holding History

NWF Advisory Services’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	$403K	Buy	4,502 +153	+4%	+$14.5K	0.05%	238
2025 Q4	$366K	Buy	4,349 +109	+3%	+$9.2K	0.04%	249
2025 Q3	$359K	Sell	4,240 -1,596	-27%	-$143K	0.04%	261
2025 Q2	$535K	Buy	5,836 +158	+3%	+$13.7K	0.06%	199
2025 Q1	$557K	Sell	5,678 -5,700	-50%	-$589K	0.08%	163
2024 Q4	$1.04M	Buy	11,378 +7,089	+165%	+$686K	0.15%	87
2024 Q3	$418K	Sell	4,289 -171	-4%	-$14.7K	0.06%	191
2024 Q2	$347K	Sell	4,460 -286	-6%	-$23.3K	0.06%	200
2024 Q1	$434K	Buy	4,746 +28	+0.6%	+$2.6K	0.07%	176
2023 Q4	$453K	Buy	4,718 +1	+0%	+$97	0.09%	158
2023 Q3	$431K	Sell	4,717 -61	-1%	-$5.99K	0.1%	148
2023 Q2	$473K	Hold	4,778	–	–	0.11%	145
2023 Q1	$473K	Buy	+4,778	New	+$497K	0.11%	144

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

NWF Advisory Services's SBUX Position: Q1 2026 in Review

NWF Advisory Services increased its Starbucks (SBUX) stake by 3.5% in Q1 2026, buying an estimated $14.5K and bringing the position to 4,502 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #238.

NWF Advisory Services first reported a position in SBUX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

NWF Advisory Services held 4,502 shares of Starbucks worth $403K as of Q1 2026.
NWF Advisory Services bought 153 Starbucks shares in Q1 2026, an estimated $14.5K.
Starbucks made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #238 holding.
NWF Advisory Services first reported a position in Starbucks in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Starbucks position peaked at $1.04M in Q4 2024.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.