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Sage Mountain Advisors’s Starbucks SBUX Stock Holding History

Sage Mountain 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 		– Sell
-10,377
Closed -$874K – 513
2025
Q4 		$874K Sell
10,377
-175
-2% -$14.8K 0.05% 185
2025
Q3 		$893K Buy
10,552
+857
+9% +$76.7K 0.05% 179
2025
Q2 		$888K Buy
9,695
+232
+2% +$20.1K 0.06% 160
2025
Q1 		$928K Buy
9,463
+50
+0.5% +$5.17K 0.07% 130
2024
Q4 		$859K Buy
9,413
+261
+3% +$25.3K 0.06% 141
2024
Q3 		$892K Buy
9,152
+464
+5% +$39.8K 0.08% 124
2024
Q2 		$676K Sell
8,688
-1,229
-12% -$100K 0.06% 135
2024
Q1 		$906K Buy
9,917
+604
+6% +$56.2K 0.09% 101
2023
Q4 		$894K Buy
9,313
+645
+7% +$62.8K 0.1% 89
2023
Q3 		$791K Buy
8,668
+1,407
+19% +$138K 0.11% 85
2023
Q2 		$719K Buy
7,261
+902
+14% +$93.6K 0.1% 92
2023
Q1 		$662K Buy
6,359
+4,190
+193% +$436K 0.11% 83
2022
Q4 		$215K Buy
+2,169
New +$205K 0.05% 149
2022
Q1 		– Sell
-3,715
Closed -$435K – 686
2021
Q4 		$435K Sell
3,715
-255
-6% -$28.8K 0.05% 337
2021
Q3 		$438K Buy
3,970
+1,193
+43% +$140K 0.06% 282
2021
Q2 		$310K Buy
2,777
+330
+13% +$37.3K 0.05% 312
2021
Q1 		$267K Buy
2,447
+36
+1% +$3.78K 0.06% 252
2020
Q4 		$258K Buy
+2,411
New +$230K 0.08% 149

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

Sage Mountain Advisors's SBUX Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 10,377 shares — an estimated $874K sold.

Sage Mountain Advisors first reported a position in SBUX in Q4 2020 and held it in 18 quarters. The position peaked at $928K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 10,377 Starbucks shares in Q1 2026, an estimated $874K.
  • Sage Mountain Advisors first reported a position in Starbucks in Q4 2020 and held it in 18 quarters.
  • Sage Mountain Advisors's Starbucks position peaked at $928K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.