OWA
SBUX icon

Opal Wealth Advisors’s Starbucks SBUX Stock Holding History

Opal Wealth 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 		$81.8K Buy
+913
New +$86.4K 0.02% 311
2025
Q4 		– Sell
-3,282
Closed -$278K – 218
2025
Q3 		$278K Buy
3,282
+257
+8% +$23K 0.08% 152
2025
Q2 		$277K Buy
3,025
+905
+43% +$78.4K 0.08% 150
2025
Q1 		$208K Buy
+2,120
New +$219K 0.06% 172
2024
Q3 		– Sell
-489
Closed -$38.1K – 982
2024
Q2 		$38.1K Buy
+489
New +$39.8K 0.01% 388

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opal Wealth Advisors's SBUX Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Starbucks (SBUX) in Q1 2026: 913 shares worth $81.8K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SBUX as recently as Q3 2025.

Opal Wealth Advisors first reported a position in SBUX in Q2 2024 and has held it in 5 quarters since. The position peaked at $278K in Q3 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Opal Wealth Advisors held 913 shares of Starbucks worth $81.8K as of Q1 2026.
  • Starbucks was a new Opal Wealth Advisors position in Q1 2026.
  • Starbucks made up 0.02% of Opal Wealth Advisors's portfolio in Q1 2026, its #311 holding.
  • Opal Wealth Advisors first reported a position in Starbucks in Q2 2024 and has held it in 5 quarters since.
  • Opal Wealth Advisors's Starbucks position peaked at $278K in Q3 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.