United Advisor Group’s Starbucks SBUX Stock Holding History

United Advisor Group’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	$250K	Hold	2,788	–	–	0.03%	440
2025 Q4	$235K	Sell	2,788 -2,323	-45%	-$196K	0.03%	438
2025 Q3	$432K	Buy	5,111 +177	+4%	+$15.8K	0.06%	288
2025 Q2	$452K	Sell	4,934 -322	-6%	-$27.9K	0.08%	237
2025 Q1	$516K	Sell	5,256 -749	-12%	-$77.4K	0.11%	185
2024 Q4	$548K	Sell	6,005 -4,393	-42%	-$425K	0.11%	183
2024 Q3	$1.01M	Buy	10,398 +5,041	+94%	+$432K	0.23%	102
2024 Q2	$417K	Buy	5,357 +634	+13%	+$51.6K	0.13%	158
2024 Q1	$432K	Buy	+4,723	New	+$439K	0.16%	131

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

United Advisor Group's SBUX Position: Q1 2026 in Review

United Advisor Group held its Starbucks (SBUX) position steady in Q1 2026 at 2,788 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #440.

United Advisor Group first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

United Advisor Group held 2,788 shares of Starbucks worth $250K as of Q1 2026.
United Advisor Group left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #440 holding.
United Advisor Group first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Starbucks position peaked at $1.01M in Q3 2024.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.