ORBA Wealth Advisors’s Starbucks SBUX Stock Holding History

ORBA 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	$359K	Sell	4,012 -14,563	-78%	-$1.38M	0.43%	54
2025 Q4	$1.56M	Buy	18,575 +14,376	+342%	+$1.21M	1.36%	25
2025 Q3	$355K	Hold	4,199	–	–	0.29%	60
2025 Q2	$385K	Buy	4,199 +1,844	+78%	+$160K	0.35%	52
2025 Q1	$231K	Sell	2,355 -63	-3%	-$6.51K	0.12%	97
2024 Q4	$221K	Sell	2,418 -549	-19%	-$53.1K	0.12%	98
2024 Q3	$289K	Hold	2,967	–	–	0.15%	92
2024 Q2	$231K	Sell	2,967 -118	-4%	-$9.61K	0.12%	93
2024 Q1	$282K	Sell	3,085 -100	-3%	-$9.3K	0.16%	83
2023 Q4	$306K	Buy	+3,185	New	+$310K	0.18%	76

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

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

ORBA Wealth Advisors reduced its Starbucks (SBUX) stake by 78% in Q1 2026, selling an estimated $1.38M and leaving 4,012 shares worth $359K. The position accounts for 0.43% of the portfolio, ranked #54.

ORBA Wealth Advisors first reported a position in SBUX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

ORBA Wealth Advisors held 4,012 shares of Starbucks worth $359K as of Q1 2026.
ORBA Wealth Advisors sold 14,563 Starbucks shares in Q1 2026, an estimated $1.38M.
Starbucks made up 0.43% of ORBA Wealth Advisors's portfolio in Q1 2026, its #54 holding.
ORBA Wealth Advisors first reported a position in Starbucks in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Starbucks position peaked at $1.56M in Q4 2025.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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