U.S. Capital Wealth Advisors’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$988K Sell
11,029
-796
-7% -$75.3K 0.02% 520
2025
Q4
$996K Buy
11,825
+815
+7% +$68.8K 0.03% 489
2025
Q3
$931K Sell
11,010
-68,669
-86% -$6.15M 0.03% 482
2025
Q2
$7.3M Buy
79,679
+70,892
+807% +$6.14M 0.21% 130
2025
Q1
$862K Buy
8,787
+3,947
+82% +$408K 0.03% 456
2024
Q4
$442K Buy
4,840
+101
+2% +$9.77K 0.01% 592
2024
Q3
$462K Sell
4,739
-167
-3% -$14.3K 0.02% 494
2024
Q2
$382K Sell
4,906
-27
-0.5% -$2.2K 0.01% 510
2024
Q1
$451K Sell
4,933
-11,374
-70% -$1.06M 0.02% 481
2023
Q4
$1.57M Buy
16,307
+30
+0.2% +$2.92K 0.06% 269
2023
Q3
$1.49M Sell
16,277
-3,145
-16% -$309K 0.07% 250
2023
Q2
$1.92M Buy
19,422
+1,037
+6% +$108K 0.09% 215
2023
Q1
$1.91M Buy
18,385
+2,490
+16% +$259K 0.09% 217
2022
Q4
$1.58M Buy
15,895
+4,057
+34% +$383K 0.07% 246
2022
Q3
$997K Buy
11,838
+5,437
+85% +$462K 0.05% 334
2022
Q2
$489K Sell
6,401
-484
-7% -$37.2K 0.02% 459
2022
Q1
$626K Sell
6,885
-125
-2% -$11.8K 0.02% 470
2021
Q4
$820K Sell
7,010
-42
-0.6% -$4.74K 0.03% 431
2021
Q3
$778K Buy
+7,052
New +$826K 0.03% 434

Other funds holding SBUX

U.S. Capital Wealth Advisors's SBUX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Starbucks (SBUX) stake by 6.7% in Q1 2026, selling an estimated $75.3K and leaving 11,029 shares worth $988K. The position accounts for 0.02% of the portfolio, ranked #520.

U.S. Capital Wealth Advisors first reported a position in SBUX in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.3M in Q2 2025. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • U.S. Capital Wealth Advisors held 11,029 shares of Starbucks worth $988K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 796 Starbucks shares in Q1 2026, an estimated $75.3K.
  • Starbucks made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #520 holding.
  • U.S. Capital Wealth Advisors first reported a position in Starbucks in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Starbucks position peaked at $7.3M in Q2 2025.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.