Regal Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544K | Sell |
6,071
-473
| -7% | -$44.7K | 0.03% | 407 |
|
|
2025
Q4 | $551K | Sell |
6,544
-138
| -2% | -$11.6K | 0.03% | 402 |
|
|
2025
Q3 | $565K | Buy |
6,682
+345
| +5% | +$30.9K | 0.04% | 356 |
|
|
2025
Q2 | $581K | Sell |
6,337
-727
| -10% | -$63K | 0.04% | 327 |
|
|
2025
Q1 | $693K | Sell |
7,064
-565
| -7% | -$58.4K | 0.06% | 267 |
|
|
2024
Q4 | $696K | Sell |
7,629
-1,481
| -16% | -$143K | 0.05% | 276 |
|
|
2024
Q3 | $888K | Sell |
9,110
-778
| -8% | -$66.7K | 0.06% | 261 |
|
|
2024
Q2 | $770K | Buy |
9,888
+1,634
| +20% | +$133K | 0.05% | 293 |
|
|
2024
Q1 | $754K | Buy |
8,254
+839
| +11% | +$78K | 0.05% | 288 |
|
|
2023
Q4 | $712K | Sell |
7,415
-481
| -6% | -$46.8K | 0.05% | 271 |
|
|
2023
Q3 | $721K | Sell |
7,896
-14
| -0.2% | -$1.37K | 0.06% | 240 |
|
|
2023
Q2 | $784K | Buy |
7,910
+1,603
| +25% | +$166K | 0.07% | 225 |
|
|
2023
Q1 | $657K | Buy |
6,307
+848
| +16% | +$88.3K | 0.06% | 248 |
|
|
2022
Q4 | $542K | Sell |
5,459
-253
| -4% | -$23.9K | 0.05% | 265 |
|
|
2022
Q3 | $481K | Buy |
5,712
+418
| +8% | +$35.5K | 0.05% | 274 |
|
|
2022
Q2 | $404K | Sell |
5,294
-130
| -2% | -$9.98K | 0.04% | 319 |
|
|
2022
Q1 | $493K | Sell |
5,424
-1,151
| -18% | -$109K | 0.05% | 311 |
|
|
2021
Q4 | $769K | Sell |
6,575
-80
| -1% | -$9.02K | 0.07% | 282 |
|
|
2021
Q3 | $734K | Buy |
6,655
+12
| +0.2% | +$1.41K | 0.07% | 283 |
|
|
2021
Q2 | $743K | Buy |
+6,643
| New | +$751K | 0.07% | 269 |
|
|
2021
Q1 | – | Sell |
-6,751
| Closed | -$722K | – | 345 |
|
|
2020
Q4 | $722K | Buy |
+6,751
| New | +$645K | 0.08% | 219 |
|
|
2020
Q3 | – | Sell |
-6,532
| Closed | -$481K | – | 224 |
|
|
2020
Q2 | $481K | Buy |
+6,532
| New | +$491K | 0.09% | 182 |
|
|
2020
Q1 | – | Sell |
-4,472
| Closed | -$393K | – | 253 |
|
|
2019
Q4 | $393K | Buy |
4,472
+1,446
| +48% | +$123K | 0.07% | 223 |
|
|
2019
Q3 | $268K | Sell |
3,026
-576
| -16% | -$53.4K | 0.05% | 260 |
|
|
2019
Q2 | $302K | Buy |
3,602
+850
| +31% | +$66.7K | 0.06% | 252 |
|
|
2019
Q1 | $205K | Sell |
2,752
-510
| -16% | -$35.1K | 0.04% | 291 |
|
|
2018
Q4 | $210K | Buy |
+3,262
| New | +$204K | 0.05% | 303 |
|
|
2015
Q4 | – | Sell |
-2,773
| Closed | -$157K | – | 759 |
|
|
2015
Q3 | $157K | Sell |
2,773
-27
| -1% | -$1.51K | 0.04% | 278 |
|
|
2015
Q2 | $150K | Sell |
2,800
-2,636
| -48% | -$134K | 0.04% | 279 |
|
|
2015
Q1 | $129K | Buy |
5,436
+2,314
| +74% | +$104K | 0.03% | 303 |
|
|
2014
Q4 | $128K | Buy |
3,122
+660
| +27% | +$25.8K | 0.03% | 273 |
|
|
2014
Q3 | $93K | Buy |
2,462
+2
| +0.1% | +$77 | 0.03% | 313 |
|
|
2014
Q2 | $95K | Buy |
2,460
+460
| +23% | +$16.7K | 0.03% | 290 |
|
|
2014
Q1 | $73K | Sell |
2,000
-452
| -18% | -$16.7K | 0.03% | 304 |
|
|
2013
Q4 | $96K | Buy |
+2,452
| New | +$97K | 0.06% | 215 |
|
|
2013
Q3 | – | Sell |
-1,166
| Closed | -$38K | – | 922 |
|
|
2013
Q2 | $38K | Buy |
+1,166
| New | +$36.2K | 0.02% | 337 |
|
Other funds holding SBUX
VCM
VPM
Regal Investment Advisors's SBUX Position: Q1 2026 in Review
Regal Investment Advisors reduced its Starbucks (SBUX) stake by 7.2% in Q1 2026, selling an estimated $44.7K and leaving 6,071 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #407.
Regal Investment Advisors first reported a position in SBUX in Q2 2013 and has held it in 36 quarters since. The position peaked at $888K in Q3 2024. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Regal Investment Advisors held 6,071 shares of Starbucks worth $544K as of Q1 2026.
- Regal Investment Advisors sold 473 Starbucks shares in Q1 2026, an estimated $44.7K.
- Starbucks made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #407 holding.
- Regal Investment Advisors first reported a position in Starbucks in Q2 2013 and has held it in 36 quarters since.
- Regal Investment Advisors's Starbucks position peaked at $888K in Q3 2024.
- 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.