Wallace Advisory Group’s Starbucks SBUX Stock Holding History

Wallace Advisory 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	$287K	Sell	3,198 -845	-21%	-$79.9K	0.31%	85
2025 Q4	$340K	Sell	4,043 -3,026	-43%	-$255K	0.36%	75
2025 Q3	$648K	Buy	7,069 +1,277	+22%	+$114K	0.52%	46
2025 Q2	$568K	Buy	+5,792	New	+$502K	0.41%	66
2024 Q2	–	Sell	-2,237	Closed	-$215K	–	193
2024 Q1	$215K	Sell	2,237 -1,675	-43%	-$156K	0.16%	156
2023 Q4	$357K	Buy	3,912 +20	+0.5%	+$1.95K	0.28%	92
2023 Q3	$386K	Sell	3,892 -143	-4%	-$14K	0.28%	98
2023 Q2	$420K	Hold	4,035	–	–	0.32%	88
2023 Q1	$420K	Sell	4,035 -3	-0.1%	-$312	0.32%	88
2022 Q4	$401K	Buy	+4,038	New	+$381K	0.32%	89

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

Wallace Advisory Group's SBUX Position: Q1 2026 in Review

Wallace Advisory Group reduced its Starbucks (SBUX) stake by 21% in Q1 2026, selling an estimated $79.9K and leaving 3,198 shares worth $287K. The position accounts for 0.31% of the portfolio, ranked #85.

Wallace Advisory Group first reported a position in SBUX in Q4 2022 and has held it in 10 quarters since. The position peaked at $648K in Q3 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Wallace Advisory Group held 3,198 shares of Starbucks worth $287K as of Q1 2026.
Wallace Advisory Group sold 845 Starbucks shares in Q1 2026, an estimated $79.9K.
Starbucks made up 0.31% of Wallace Advisory Group's portfolio in Q1 2026, its #85 holding.
Wallace Advisory Group first reported a position in Starbucks in Q4 2022 and has held it in 10 quarters since.
Wallace Advisory Group's Starbucks position peaked at $648K in Q3 2025.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.