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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
2023
Q2 		– Sell
-100
Closed -$10.4K – 391
2023
Q1 		$10.4K Buy
+100
New +$10.4K ﹤0.01% 364

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 $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 2,337 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.
  • 2,337 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.