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Perennial Investment Advisors’s Starbucks SBUX Stock Holding History

Perennial Investment 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 		$706K Sell
7,887
-205
-3% -$19.4K 0.06% 238
2025
Q4 		$681K Buy
8,092
+396
+5% +$33.4K 0.05% 237
2025
Q3 		$651K Sell
7,696
-244
-3% -$21.8K 0.05% 241
2025
Q2 		$728K Sell
7,940
-585
-7% -$50.7K 0.07% 208
2025
Q1 		$836K Buy
8,525
+2,072
+32% +$214K 0.09% 182
2024
Q4 		$589K Buy
6,453
+72
+1% +$6.97K 0.07% 209
2024
Q3 		$622K Sell
6,381
-190
-3% -$16.3K 0.08% 187
2024
Q2 		$512K Sell
6,571
-227
-3% -$18.5K 0.07% 195
2024
Q1 		$621K Sell
6,798
-60
-0.9% -$5.58K 0.09% 169
2023
Q4 		$658K Buy
6,858
+45
+0.7% +$4.38K 0.11% 155
2023
Q3 		$622K Buy
6,813
+3
+0% +$294 0.11% 149
2023
Q2 		$675K Buy
6,810
+720
+12% +$74.7K 0.12% 142
2023
Q1 		$634K Buy
6,090
+1,094
+22% +$114K 0.12% 146
2022
Q4 		$496K Buy
4,996
+98
+2% +$9.25K 0.2% 103
2022
Q3 		$413K Sell
4,898
-4,409
-47% -$375K 0.19% 105
2022
Q2 		$711K Sell
9,307
-27
-0.3% -$2.07K 0.28% 68
2022
Q1 		$852K Buy
9,334
+44
+0.5% +$4.15K 0.27% 73
2021
Q4 		$1.09M Buy
9,290
+560
+6% +$63.1K 0.34% 63
2021
Q3 		$963K Buy
8,730
+318
+4% +$37.2K 0.34% 71
2021
Q2 		$941K Sell
8,412
-186
-2% -$21K 0.34% 66
2021
Q1 		$940K Sell
8,598
-148
-2% -$15.5K 0.37% 64
2020
Q4 		$936K Buy
8,746
+179
+2% +$17.1K 0.4% 54
2020
Q3 		$735K Buy
8,567
+4,507
+111% +$359K 0.37% 56
2020
Q2 		$299K Buy
4,060
+89
+2% +$6.69K 0.2% 100
2020
Q1 		$262K Buy
3,971
+680
+21% +$55K 0.23% 89
2019
Q4 		$289K Buy
+3,291
New +$281K 0.23% 99

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

Perennial Investment Advisors's SBUX Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Starbucks (SBUX) stake by 2.5% in Q1 2026, selling an estimated $19.4K and leaving 7,887 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #238.

Perennial Investment Advisors first reported a position in SBUX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q4 2021. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Perennial Investment Advisors held 7,887 shares of Starbucks worth $706K as of Q1 2026.
  • Perennial Investment Advisors sold 205 Starbucks shares in Q1 2026, an estimated $19.4K.
  • Starbucks made up 0.06% of Perennial Investment Advisors's portfolio in Q1 2026, its #238 holding.
  • Perennial Investment Advisors first reported a position in Starbucks in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Starbucks position peaked at $1.09M in Q4 2021.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.