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Wealth Advisors of Iowa’s Starbucks SBUX Stock Holding History

Wealth Advisors of Iowa’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 		$248K Sell
2,764
-8
-0.3% -$757 0.08% 80
2025
Q4 		$233K Sell
2,772
-2,215
-44% -$187K 0.08% 76
2025
Q3 		$422K Sell
4,987
-1
-0% -$90 0.14% 54
2025
Q2 		$457K Buy
4,988
+1,415
+40% +$123K 0.17% 47
2025
Q1 		$350K Hold
3,573
– – 0.15% 51
2024
Q4 		$326K Sell
3,573
-100
-3% -$9.67K 0.16% 45
2024
Q3 		$358K Buy
3,673
+120
+3% +$10.3K 0.18% 42
2024
Q2 		$277K Sell
3,553
-40
-1% -$3.26K 0.15% 39
2024
Q1 		$328K Buy
3,593
+60
+2% +$5.58K 0.2% 43
2023
Q4 		$339K Sell
3,533
-250
-7% -$24.3K 0.23% 39
2023
Q3 		$345K Buy
3,783
+1
+0% +$98 0.24% 39
2023
Q2 		$375K Hold
3,782
– – 0.27% 35
2023
Q1 		$394K Buy
3,782
+2
+0.1% +$208 0.31% 30
2022
Q4 		$375K Hold
3,780
– – 0.31% 37
2022
Q3 		$319K Sell
3,780
-4,143
-52% -$352K 0.3% 34
2022
Q2 		$644K Buy
7,923
+5,282
+200% +$406K 0.11% 54
2022
Q1 		$240K Sell
2,641
-60
-2% -$5.66K 0.12% 54
2021
Q4 		$316K Sell
2,701
-182
-6% -$20.5K 0.17% 45
2021
Q3 		$318K Hold
2,883
– – 0.17% 41
2021
Q2 		$322K Buy
2,883
+1
+0% +$113 0.17% 41
2021
Q1 		$315K Sell
2,882
-150
-5% -$15.7K 0.18% 40
2020
Q4 		$324K Buy
3,032
+1
+0% +$95 0.2% 30
2020
Q3 		$260K Buy
3,031
+115
+4% +$9.17K 0.18% 27
2020
Q2 		$215K Buy
2,916
+60
+2% +$4.51K 0.16% 27
2020
Q1 		$188K Buy
+2,856
New +$231K 0.15% 23

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

Wealth Advisors of Iowa's SBUX Position: Q1 2026 in Review

Wealth Advisors of Iowa reduced its Starbucks (SBUX) stake by 0.29% in Q1 2026, selling an estimated $757 and leaving 2,764 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #80.

Wealth Advisors of Iowa first reported a position in SBUX in Q1 2020 and has held it in 25 quarters since. The position peaked at $644K in Q2 2022. 2,333 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Wealth Advisors of Iowa held 2,764 shares of Starbucks worth $248K as of Q1 2026.
  • Wealth Advisors of Iowa sold 8 Starbucks shares in Q1 2026, an estimated $757.
  • Starbucks made up 0.08% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #80 holding.
  • Wealth Advisors of Iowa first reported a position in Starbucks in Q1 2020 and has held it in 25 quarters since.
  • Wealth Advisors of Iowa's Starbucks position peaked at $644K in Q2 2022.
  • 2,333 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.