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TCI Wealth Advisors’s Starbucks SBUX Stock Holding History

TCI Wealth 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 		$403K Buy
4,502
+1,904
+73% +$180K 0.02% 167
2025
Q4 		$219K Sell
2,598
-10
-0.4% -$844 0.01% 228
2025
Q3 		$221K Buy
2,608
+157
+6% +$14.1K 0.01% 239
2025
Q2 		$225K Sell
2,451
-42
-2% -$3.64K 0.02% 220
2025
Q1 		$245K Sell
2,493
-1,920
-44% -$198K 0.02% 193
2024
Q4 		$403K Sell
4,413
-231
-5% -$22.3K 0.03% 146
2024
Q3 		$453K Buy
4,644
+46
+1% +$3.95K 0.04% 139
2024
Q2 		$358K Buy
4,598
+21
+0.5% +$1.71K 0.03% 158
2024
Q1 		$418K Sell
4,577
-36
-0.8% -$3.35K 0.04% 137
2023
Q4 		$443K Sell
4,613
-347
-7% -$33.8K 0.05% 126
2023
Q3 		$453K Buy
4,960
+294
+6% +$28.9K 0.06% 118
2023
Q2 		$462K Buy
4,666
+45
+1% +$4.67K 0.06% 117
2023
Q1 		$481K Sell
4,621
-544
-11% -$56.6K 0.06% 110
2022
Q4 		$512K Buy
5,165
+924
+22% +$87.2K 0.07% 97
2022
Q3 		$357K Sell
4,241
-198
-4% -$16.8K 0.06% 116
2022
Q2 		$339K Sell
4,439
-1,705
-28% -$131K 0.05% 125
2022
Q1 		$558K Sell
6,144
-364
-6% -$34.4K 0.08% 96
2021
Q4 		$761K Sell
6,508
-561
-8% -$63.3K 0.11% 77
2021
Q3 		$780K Buy
7,069
+30
+0.4% +$3.51K 0.12% 81
2021
Q2 		$787K Buy
7,039
+335
+5% +$37.9K 0.13% 76
2021
Q1 		$733K Buy
6,704
+82
+1% +$8.61K 0.31% 70
2020
Q4 		$708K Sell
6,622
-207
-3% -$19.8K 0.32% 71
2020
Q3 		$587K Buy
6,829
+34
+0.5% +$2.71K 0.23% 73
2020
Q2 		$500K Sell
6,795
-1,001
-13% -$75.2K 0.21% 75
2020
Q1 		$512K Sell
7,796
-423
-5% -$34.2K 0.25% 71
2019
Q4 		$723K Buy
8,219
+41
+0.5% +$3.5K 0.28% 66
2019
Q3 		$723K Sell
8,178
-8
-0.1% -$742 0.32% 65
2019
Q2 		$686K Sell
8,186
-233
-3% -$18.3K 0.31% 65
2019
Q1 		$626K Sell
8,419
-32
-0.4% -$2.2K 0.28% 74
2018
Q4 		$544K Sell
8,451
-881
-9% -$55.1K 0.26% 77
2018
Q3 		$530K Buy
9,332
+1,238
+15% +$65.5K 0.22% 83
2018
Q2 		$395K Sell
8,094
-1,332
-14% -$75.6K 0.18% 100
2018
Q1 		$546K Buy
9,426
+693
+8% +$40.1K 0.25% 77
2017
Q4 		$502K Buy
8,733
+97
+1% +$5.49K 0.22% 84
2017
Q3 		$464K Sell
8,636
-1,745
-17% -$96.7K 0.23% 80
2017
Q2 		$605K Buy
10,381
+1,704
+20% +$103K 0.31% 68
2017
Q1 		$507K Sell
8,677
-661
-7% -$37.4K 0.26% 71
2016
Q4 		$518K Buy
9,338
+229
+3% +$12.7K 0.27% 71
2016
Q3 		$493K Sell
9,109
-2
-0% -$112 0.27% 72
2016
Q2 		$520K Buy
9,111
+815
+10% +$46.3K 0.29% 71
2016
Q1 		$495K Buy
8,296
+1,054
+15% +$61.4K 0.27% 73
2015
Q4 		$435K Buy
7,242
+1,729
+31% +$105K 0.24% 81
2015
Q3 		$313K Buy
5,513
+393
+8% +$22K 0.19% 92
2015
Q2 		$275K Buy
+5,120
New +$260K 0.16% 104
2015
Q1 		– Sell
-4,586
Closed -$188K – 949
2014
Q4 		$188K Buy
4,586
+200
+5% +$7.81K 0.12% 128
2014
Q3 		$165K Hold
4,386
– – 0.1% 132
2014
Q2 		$170K Hold
4,386
– – 0.1% 133
2014
Q1 		$161K Hold
4,386
– – 0.11% 137
2013
Q4 		$172K Sell
4,386
-314
-7% -$12.4K 0.11% 134
2013
Q3 		$181K Buy
4,700
+394
+9% +$14.2K 0.14% 112
2013
Q2 		$141K Buy
+4,306
New +$134K 0.11% 130

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

TCI Wealth Advisors's SBUX Position: Q1 2026 in Review

TCI Wealth Advisors increased its Starbucks (SBUX) stake by 73% in Q1 2026, buying an estimated $180K and bringing the position to 4,502 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #167.

TCI Wealth Advisors first reported a position in SBUX in Q2 2013 and has held it in 51 quarters since. The position peaked at $787K in Q2 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • TCI Wealth Advisors held 4,502 shares of Starbucks worth $403K as of Q1 2026.
  • TCI Wealth Advisors bought 1,904 Starbucks shares in Q1 2026, an estimated $180K.
  • Starbucks made up 0.02% of TCI Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • TCI Wealth Advisors first reported a position in Starbucks in Q2 2013 and has held it in 51 quarters since.
  • TCI Wealth Advisors's Starbucks position peaked at $787K in Q2 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.