SRH Advisors’s Starbucks SBUX Stock Holding History

SRH 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	$35.8K	Sell	400 -72	-15%	-$6.81K	0.01%	152
2025 Q4	$39.7K	Buy	472 +72	+18%	+$6.07K	0.01%	142
2025 Q3	$33.8K	Hold	400	–	–	0.01%	151
2025 Q2	$36.7K	Hold	400	–	–	0.01%	141
2025 Q1	$39.2K	Hold	400	–	–	0.01%	137
2024 Q4	$36.5K	Hold	400	–	–	0.01%	137
2024 Q3	$39K	Hold	400	–	–	0.01%	134
2024 Q2	$31.1K	Hold	400	–	–	0.01%	145
2024 Q1	$36.6K	Hold	400	–	–	0.01%	140
2023 Q4	$38.4K	Hold	400	–	–	0.01%	138
2023 Q3	$36.5K	Hold	400	–	–	0.02%	134
2023 Q2	$41.7K	Hold	400	–	–	0.02%	122
2023 Q1	$42K	Hold	400	–	–	0.02%	122
2022 Q4	$40K	Hold	400	–	–	0.02%	128
2022 Q3	$34K	Hold	400	–	–	0.04%	138
2022 Q2	$31K	Hold	400	–	–	0.04%	144
2022 Q1	$36K	Hold	400	–	–	0.04%	144
2021 Q4	$47K	Hold	400	–	–	0.05%	133
2021 Q3	$44K	Hold	400	–	–	0.05%	134
2021 Q2	$45K	Hold	400	–	–	0.06%	135
2021 Q1	$44K	Hold	400	–	–	0.06%	126
2020 Q4	$43K	Hold	400	–	–	0.07%	120
2020 Q3	$34K	Buy	+400	New	+$31.9K	0.07%	119

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SRH Advisors's SBUX Position: Q1 2026 in Review

SRH Advisors reduced its Starbucks (SBUX) stake by 15% in Q1 2026, selling an estimated $6.81K and leaving 400 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #152.

SRH Advisors first reported a position in SBUX in Q3 2020 and has held it in 23 quarters since. The position peaked at $47K in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

SRH Advisors held 400 shares of Starbucks worth $35.8K as of Q1 2026.
SRH Advisors sold 72 Starbucks shares in Q1 2026, an estimated $6.81K.
Starbucks made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #152 holding.
SRH Advisors first reported a position in Starbucks in Q3 2020 and has held it in 23 quarters since.
SRH Advisors's Starbucks position peaked at $47K in Q4 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.