Valley National Advisers’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
$212K Sell
2,371
-25
-1% -$2.37K 0.03% 245
2025
Q4
$201K Sell
2,396
-439
-15% -$37K 0.03% 244
2025
Q3
$239K Sell
2,835
-719
-20% -$64.4K 0.04% 214
2025
Q2
$325K Sell
3,554
-291
-8% -$25.2K 0.05% 200
2025
Q1
$377K Sell
3,845
-460
-11% -$47.6K 0.07% 182
2024
Q4
$392K Sell
4,305
-2,060
-32% -$199K 0.07% 180
2024
Q3
$620K Sell
6,365
-4,607
-42% -$395K 0.11% 151
2024
Q2
$854K Sell
10,972
-589
-5% -$48K 0.13% 126
2024
Q1
$1.06M Sell
11,561
-1,497
-11% -$139K 0.16% 114
2023
Q4
$1.25M Sell
13,058
-125
-0.9% -$12.2K 0.2% 94
2023
Q3
$1.2M Sell
13,183
-693
-5% -$68K 0.21% 89
2023
Q2
$1.38M Sell
13,876
-67
-0.5% -$6.95K 0.23% 86
2023
Q1
$1.52M Buy
13,943
+144
+1% +$15K 0.27% 81
2022
Q4
$1.47M Sell
13,799
-585
-4% -$55.2K 0.26% 83
2022
Q3
$1.28M Sell
14,384
-265
-2% -$22.5K 0.27% 80
2022
Q2
$1.16M Buy
14,649
+109
+0.7% +$8.37K 0.25% 80
2022
Q1
$1.32M Buy
14,540
+9,919
+215% +$936K 0.25% 85
2021
Q4
$540K Buy
4,621
+391
+9% +$44.1K 0.1% 158
2021
Q3
$467K Buy
4,230
+112
+3% +$13.1K 0.08% 160
2021
Q2
$460K Buy
4,118
+12
+0.3% +$1.36K 0.08% 159
2021
Q1
$449K Sell
4,106
-11
-0.3% -$1.16K 0.09% 156
2020
Q4
$440K Sell
4,117
-84
-2% -$8.02K 0.09% 139
2020
Q3
$361K Sell
4,201
-280
-6% -$22.3K 0.08% 145
2020
Q2
$330K Sell
4,481
-1,075
-19% -$80.8K 0.08% 149
2020
Q1
$365K Buy
5,556
+666
+14% +$53.9K 0.1% 129
2019
Q4
$430K Buy
4,890
+1,301
+36% +$111K 0.11% 134
2019
Q3
$317K Buy
3,589
+5
+0.1% +$464 0.09% 146
2019
Q2
$300K Buy
3,584
+81
+2% +$6.35K 0.08% 144
2019
Q1
$260K Buy
3,503
+1,281
+58% +$88K 0.07% 157
2018
Q4
$143K Buy
2,222
+55
+3% +$3.44K 0.05% 187
2018
Q3
$123K Sell
2,167
-79
-4% -$4.18K 0.04% 199
2018
Q2
$110K Sell
2,246
-47
-2% -$2.67K 0.04% 209
2018
Q1
$133K Sell
2,293
-339
-13% -$19.6K 0.05% 183
2017
Q4
$151K Buy
2,632
+517
+24% +$29.3K 0.05% 177
2017
Q3
$114K Buy
2,115
+26
+1% +$1.44K 0.04% 189
2017
Q2
$122K Buy
2,089
+57
+3% +$3.45K 0.04% 180
2017
Q1
$119K Buy
2,032
+7
+0.3% +$396 0.05% 176
2016
Q4
$112K Buy
2,025
+8
+0.4% +$443 0.05% 181
2016
Q3
$109K Sell
2,017
-45
-2% -$2.52K 0.06% 169
2016
Q2
$118K Buy
2,062
+6
+0.3% +$341 0.06% 169
2016
Q1
$123K Buy
2,056
+6
+0.3% +$349 0.07% 161
2015
Q4
$123K Buy
2,050
+5
+0.2% +$305 0.07% 153
2015
Q3
$116K Buy
2,045
+9
+0.4% +$504 0.07% 162
2015
Q2
$109K Sell
2,036
-372
-15% -$18.9K 0.06% 179
2015
Q1
$114K Buy
2,408
+1,606
+200% +$72.2K 0.07% 159
2014
Q4
$31K Buy
+802
New +$31.3K 0.02% 207

Other funds holding SBUX

Valley National Advisers's SBUX Position: Q1 2026 in Review

Valley National Advisers reduced its Starbucks (SBUX) stake by 1% in Q1 2026, selling an estimated $2.37K and leaving 2,371 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #245.

Valley National Advisers first reported a position in SBUX in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.52M in Q1 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Valley National Advisers held 2,371 shares of Starbucks worth $212K as of Q1 2026.
  • Valley National Advisers sold 25 Starbucks shares in Q1 2026, an estimated $2.37K.
  • Starbucks made up 0.03% of Valley National Advisers's portfolio in Q1 2026, its #245 holding.
  • Valley National Advisers first reported a position in Starbucks in Q4 2014 and has held it in 46 quarters since.
  • Valley National Advisers's Starbucks position peaked at $1.52M in Q1 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.