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Paces Ferry Wealth Advisors’s Starbucks SBUX Stock Holding History

Paces Ferry 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 		$274K Sell
3,058
-8
-0.3% -$757 0.11% 108
2025
Q4 		$258K Sell
3,066
-903
-23% -$76.2K 0.1% 108
2025
Q3 		$336K Sell
3,969
-41
-1% -$3.67K 0.14% 87
2025
Q2 		$367K Sell
4,010
-172
-4% -$14.9K 0.17% 75
2025
Q1 		$410K Sell
4,182
-81
-2% -$8.37K 0.2% 69
2024
Q4 		$389K Sell
4,263
-332
-7% -$32.1K 0.19% 73
2024
Q3 		$448K Sell
4,595
-1,863
-29% -$160K 0.26% 63
2024
Q2 		$503K Sell
6,458
-1,567
-20% -$128K 0.3% 58
2024
Q1 		$733K Sell
8,025
-67
-0.8% -$6.23K 0.47% 45
2023
Q4 		$777K Sell
8,092
-316
-4% -$30.8K 0.54% 44
2023
Q3 		$767K Sell
8,408
-85
-1% -$8.34K 0.61% 41
2023
Q2 		$841K Sell
8,493
-221
-3% -$22.9K 0.63% 41
2023
Q1 		$907K Buy
8,714
+39
+0.4% +$4.06K 0.73% 37
2022
Q4 		$861K Sell
8,675
-11
-0.1% -$1.04K 0.84% 33
2022
Q3 		$732K Buy
8,686
+14
+0.2% +$1.19K 0.8% 34
2022
Q2 		$662K Buy
8,672
+28
+0.3% +$2.15K 0.65% 36
2022
Q1 		$786K Sell
8,644
-224
-3% -$21.1K 0.62% 36
2021
Q4 		$1.04M Sell
8,868
-166
-2% -$18.7K 0.74% 32
2021
Q3 		$997K Sell
9,034
-12
-0.1% -$1.41K 0.8% 33
2021
Q2 		$1.01M Sell
9,046
-34
-0.4% -$3.84K 0.77% 34
2021
Q1 		$992K Sell
9,080
-13
-0.1% -$1.36K 0.86% 31
2020
Q4 		$973K Buy
9,093
+722
+9% +$68.9K 0.89% 31
2020
Q3 		$719K Buy
+8,371
New +$668K 0.63% 35

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

Paces Ferry Wealth Advisors's SBUX Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Starbucks (SBUX) stake by 0.26% in Q1 2026, selling an estimated $757 and leaving 3,058 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #108.

Paces Ferry Wealth Advisors first reported a position in SBUX in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Paces Ferry Wealth Advisors held 3,058 shares of Starbucks worth $274K as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 8 Starbucks shares in Q1 2026, an estimated $757.
  • Starbucks made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • Paces Ferry Wealth Advisors first reported a position in Starbucks in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Starbucks position peaked at $1.04M in Q4 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.