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Wealthspire Advisors (New York)’s Starbucks SBUX Stock Holding History

Wealthspire Advisors (New York)’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 		$5.75M Buy
64,171
+12,054
+23% +$1.14M 0.05% 154
2025
Q4 		$4.39M Sell
52,117
-34,707
-40% -$2.93M 0.03% 178
2025
Q3 		$7.35M Sell
86,824
-8,546
-9% -$765K 0.04% 137
2025
Q2 		$8.74M Buy
95,370
+4,848
+5% +$420K 0.05% 129
2025
Q1 		$8.88M Buy
90,522
+47,805
+112% +$4.94M 0.05% 123
2024
Q4 		$3.9M Buy
42,717
+516
+1% +$49.9K 0.04% 164
2024
Q3 		$4.11M Buy
42,201
+8,499
+25% +$729K 0.04% 160
2024
Q2 		$2.62M Buy
33,702
+203
+0.6% +$16.5K 0.03% 171
2024
Q1 		$3.06M Sell
33,499
-460
-1% -$42.8K 0.04% 147
2023
Q4 		$3.26M Buy
33,959
+4,758
+16% +$463K 0.05% 142
2023
Q3 		$2.67M Buy
29,201
+635
+2% +$62.3K 0.04% 140
2023
Q2 		$2.83M Sell
28,566
-960
-3% -$99.6K 0.05% 124
2023
Q1 		$3.07M Sell
29,526
-3,022
-9% -$315K 0.05% 119
2022
Q4 		$3.23M Buy
32,548
+15,141
+87% +$1.43M 0.06% 119
2022
Q3 		$1.47M Buy
17,407
+1,937
+13% +$165K 0.03% 178
2022
Q2 		$1.18M Buy
15,470
+2,316
+18% +$178K 0.02% 196
2022
Q1 		$1.2M Sell
13,154
-6,940
-35% -$655K 0.03% 174
2021
Q4 		$2.35M Buy
20,094
+1,828
+10% +$206K 0.05% 130
2021
Q3 		$2.02M Buy
18,266
+7,123
+64% +$834K 0.04% 165
2021
Q2 		$1.25M Sell
11,143
-49,977
-82% -$5.65M 0.03% 140
2021
Q1 		$6.68M Buy
61,120
+19,711
+48% +$2.07M 0.16% 75
2020
Q4 		$4.43M Buy
41,409
+16,291
+65% +$1.56M 0.13% 78
2020
Q3 		$2.16M Buy
25,118
+3,868
+18% +$309K 0.13% 79
2020
Q2 		$1.56M Sell
21,250
-43,811
-67% -$3.29M 0.11% 79
2020
Q1 		$4.28M Buy
65,061
+56,541
+664% +$4.57M 0.18% 70
2019
Q4 		$749K Buy
8,520
+757
+10% +$64.5K 0.05% 81
2019
Q3 		$686K Buy
7,763
+1,706
+28% +$158K 0.06% 64
2019
Q2 		$508K Buy
+6,057
New +$475K 0.04% 49
2019
Q1 		– Sell
-1,784
Closed -$115K – 658
2018
Q4 		$115K Buy
+1,784
New +$112K 0.01% 101

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

Wealthspire Advisors (New York)'s SBUX Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Starbucks (SBUX) stake by 23% in Q1 2026, buying an estimated $1.14M and bringing the position to 64,171 shares worth $5.75M. The position accounts for 0.05% of the portfolio, ranked #154.

Wealthspire Advisors (New York) first reported a position in SBUX in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.88M in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Wealthspire Advisors (New York) held 64,171 shares of Starbucks worth $5.75M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 12,054 Starbucks shares in Q1 2026, an estimated $1.14M.
  • Starbucks made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #154 holding.
  • Wealthspire Advisors (New York) first reported a position in Starbucks in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Starbucks position peaked at $8.88M in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.