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Savvy Advisors Inc’s Starbucks SBUX Stock Holding History

Savvy Advisors Inc’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 		$2.13M Buy
23,799
+11,828
+99% +$1.12M 0.06% 259
2025
Q4 		$1.01M Buy
11,971
+1,524
+15% +$129K 0.03% 360
2025
Q3 		$884K Buy
10,447
+3,430
+49% +$307K 0.04% 293
2025
Q2 		$643K Buy
7,017
+1,305
+23% +$113K 0.04% 302
2025
Q1 		$560K Buy
5,712
+1,237
+28% +$128K 0.06% 270
2024
Q4 		$408K Sell
4,475
-181
-4% -$17.5K 0.05% 279
2024
Q3 		$454K Sell
4,656
-248
-5% -$21.3K 0.09% 192
2024
Q2 		$382K Buy
4,904
+1,900
+63% +$155K 0.12% 177
2024
Q1 		$275K Buy
+3,004
New +$279K 0.16% 174

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

Savvy Advisors Inc's SBUX Position: Q1 2026 in Review

Savvy Advisors Inc increased its Starbucks (SBUX) stake by 99% in Q1 2026, buying an estimated $1.12M and bringing the position to 23,799 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #259.

Savvy Advisors Inc first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Savvy Advisors Inc held 23,799 shares of Starbucks worth $2.13M as of Q1 2026.
  • Savvy Advisors Inc bought 11,828 Starbucks shares in Q1 2026, an estimated $1.12M.
  • Starbucks made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #259 holding.
  • Savvy Advisors Inc first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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