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Wealth Preservation Advisors’s Starbucks SBUX Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-153
Closed -$12.9K – 1169
2025
Q4 		$12.9K Sell
153
-2
-1% -$169 0.01% 282
2025
Q3 		$13.1K Buy
155
+17
+12% +$1.52K 0.01% 278
2025
Q2 		$12.6K Buy
138
+24
+21% +$2.08K 0.01% 283
2025
Q1 		$11.2K Buy
+114
New +$11.8K 0.01% 305

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 Preservation Advisors's SBUX Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 153 shares — an estimated $12.9K sold.

Wealth Preservation Advisors first reported a position in SBUX in Q1 2025 and held it in 4 quarters. The position peaked at $13.1K in Q3 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 153 Starbucks shares in Q1 2026, an estimated $12.9K.
  • Wealth Preservation Advisors first reported a position in Starbucks in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Starbucks position peaked at $13.1K in Q3 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.