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Wealth Alliance’s Starbucks SBUX Stock Holding History

Wealth Alliance’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 		$1.16M Buy
12,931
+2,285
+21% +$216K 0.11% 163
2025
Q4 		$896K Sell
10,646
-4,407
-29% -$372K 0.09% 198
2025
Q3 		$1.27M Buy
15,053
+1,260
+9% +$113K 0.13% 145
2025
Q2 		$1.26M Buy
13,793
+519
+4% +$45K 0.14% 143
2025
Q1 		$1.3M Buy
13,274
+1,534
+13% +$159K 0.16% 129
2024
Q4 		$1.07M Sell
11,740
-4,573
-28% -$442K 0.13% 152
2024
Q3 		$1.59M Buy
16,313
+2,513
+18% +$216K 0.19% 106
2024
Q2 		$1.07M Sell
13,800
-4,196
-23% -$342K 0.14% 144
2024
Q1 		$1.64M Buy
17,996
+3,194
+22% +$297K 0.22% 99
2023
Q4 		$1.42M Sell
14,802
-340
-2% -$33.1K 0.2% 106
2023
Q3 		$1.38M Buy
15,142
+241
+2% +$23.7K 0.22% 100
2023
Q2 		$1.48M Buy
14,901
+402
+3% +$41.7K 0.22% 97
2023
Q1 		$1.51M Buy
14,499
+92
+0.6% +$9.57K 0.24% 91
2022
Q4 		$1.43M Buy
14,407
+289
+2% +$27.3K 0.25% 89
2022
Q3 		$1.19M Sell
14,118
-122
-0.9% -$10.4K 0.23% 95
2022
Q2 		$1.09M Buy
14,240
+8,400
+144% +$645K 0.21% 111
2022
Q1 		$531K Sell
5,840
-1,326
-19% -$125K 0.11% 199
2021
Q4 		$838K Sell
7,166
-173
-2% -$19.5K 0.17% 140
2021
Q3 		$809K Sell
7,339
-1,086
-13% -$127K 0.18% 127
2021
Q2 		$942K Buy
8,425
+249
+3% +$28.1K 0.22% 111
2021
Q1 		$893K Sell
8,176
-1,376
-14% -$144K 0.25% 97
2020
Q4 		$1.02M Buy
9,552
+163
+2% +$15.6K 0.3% 73
2020
Q3 		$807K Sell
9,389
-43
-0.5% -$3.43K 0.29% 82
2020
Q2 		$694K Buy
9,432
+423
+5% +$31.8K 0.27% 93
2020
Q1 		$592K Buy
+9,009
New +$729K 0.32% 92

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 Alliance's SBUX Position: Q1 2026 in Review

Wealth Alliance increased its Starbucks (SBUX) stake by 21% in Q1 2026, buying an estimated $216K and bringing the position to 12,931 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #163.

Wealth Alliance first reported a position in SBUX in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.64M in Q1 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Wealth Alliance held 12,931 shares of Starbucks worth $1.16M as of Q1 2026.
  • Wealth Alliance bought 2,285 Starbucks shares in Q1 2026, an estimated $216K.
  • Starbucks made up 0.11% of Wealth Alliance's portfolio in Q1 2026, its #163 holding.
  • Wealth Alliance first reported a position in Starbucks in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Starbucks position peaked at $1.64M in Q1 2024.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.