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RPg Family Wealth Advisory’s Starbucks SBUX Stock Holding History

RPg Family Wealth Advisory’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 		$291K Buy
3,252
+541
+20% +$51.2K 0.06% 125
2025
Q4 		$228K Buy
2,711
+117
+5% +$9.87K 0.05% 122
2025
Q3 		$219K Buy
+2,594
New +$232K 0.05% 118
2025
Q2 		– Sell
-2,446
Closed -$240K – 111
2025
Q1 		$240K Buy
+2,446
New +$253K 0.07% 100
2024
Q2 		– Sell
-2,954
Closed -$270K – 120
2024
Q1 		$270K Sell
2,954
-620
-17% -$57.7K 0.09% 106
2023
Q4 		$343K Buy
3,574
+305
+9% +$29.7K 0.13% 97
2023
Q3 		$298K Sell
3,269
-125
-4% -$12.3K 0.12% 102
2023
Q2 		$336K Buy
+3,394
New +$352K 0.13% 103
2023
Q1 		– Sell
-3,602
Closed -$357K – 100
2022
Q4 		$357K Sell
3,602
-173
-5% -$16.3K 0.24% 66
2022
Q3 		$317K Hold
3,775
– – 0.17% 76
2022
Q2 		$288K Buy
3,775
+149
+4% +$11.4K 0.17% 65
2022
Q1 		$330K Sell
3,626
-51,574
-93% -$4.87M 0.14% 88
2021
Q4 		$6.46M Buy
55,200
+181
+0.3% +$20.4K 2.55% 10
2021
Q3 		$6.07M Buy
55,019
+462
+0.8% +$54.1K 2.56% 11
2021
Q2 		$6.1M Buy
+54,557
New +$6.17M 2.47% 10
2020
Q4 		$5.84M Sell
54,601
-485
-0.9% -$46.3K 2.76% 10
2020
Q3 		$4.73M Buy
55,086
+29,818
+118% +$2.38M 2.48% 9
2020
Q2 		$1.86M Buy
25,268
+22,728
+895% +$1.71M 1.13% 28
2020
Q1 		$167K Buy
2,540
+635
+33% +$51.4K 0.13% 91
2019
Q4 		$167K Sell
1,905
-60
-3% -$5.12K 0.1% 106
2019
Q3 		$174K Hold
1,965
– – 0.11% 103
2019
Q2 		$165K Sell
1,965
-532
-21% -$41.7K 0.1% 102
2019
Q1 		$186K Sell
2,497
-636
-20% -$43.7K 0.11% 103
2018
Q4 		$202K Buy
3,133
+385
+14% +$24.1K 0.2% 58
2018
Q3 		$156K Hold
2,748
– – 0.12% 68
2018
Q2 		$134K Buy
2,748
+1,673
+156% +$95K 0.1% 74
2018
Q1 		$62.2K Buy
1,075
+180
+20% +$10.4K 0.05% 96
2017
Q4 		$51.4K Hold
895
– – 0.04% 124
2017
Q3 		$48.1K Sell
895
-625
-41% -$34.6K 0.04% 140
2017
Q2 		$88.6K Buy
1,520
+217
+17% +$13.1K 0.08% 85
2017
Q1 		$76.1K Sell
1,303
-313
-19% -$17.7K 0.06% 100
2016
Q4 		$89.7K Sell
1,616
-73,634
-98% -$4.08M 0.08% 87
2016
Q3 		$4.07M Sell
75,250
-72,587
-49% -$4.06M 2.89% 10
2016
Q2 		$8.44M Buy
147,837
+72,954
+97% +$4.15M 3.7% 7
2016
Q1 		$4.47M Buy
74,883
+2,759
+4% +$161K 3.46% 5
2015
Q4 		$4.33M Buy
+72,124
New +$4.39M 3.98% 6

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

RPg Family Wealth Advisory's SBUX Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its Starbucks (SBUX) stake by 20% in Q1 2026, buying an estimated $51.2K and bringing the position to 3,252 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #125.

RPg Family Wealth Advisory first reported a position in SBUX in Q4 2015 and has held it in 36 quarters since. The position peaked at $8.44M in Q2 2016. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • RPg Family Wealth Advisory held 3,252 shares of Starbucks worth $291K as of Q1 2026.
  • RPg Family Wealth Advisory bought 541 Starbucks shares in Q1 2026, an estimated $51.2K.
  • Starbucks made up 0.06% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #125 holding.
  • RPg Family Wealth Advisory first reported a position in Starbucks in Q4 2015 and has held it in 36 quarters since.
  • RPg Family Wealth Advisory's Starbucks position peaked at $8.44M in Q2 2016.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.