WCA
SBUX icon

Westover Capital Advisors’s Starbucks SBUX Stock Holding History

Westover Capital 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 		$212K Buy
+2,363
New +$224K 0.04% 229
2025
Q3 		– Sell
-2,363
Closed -$217K – 235
2025
Q2 		$217K Hold
2,363
– – 0.04% 216
2025
Q1 		$232K Hold
2,363
– – 0.05% 216
2024
Q4 		$216K Sell
2,363
-37
-2% -$3.58K 0.05% 223
2024
Q3 		$234K Buy
+2,400
New +$206K 0.05% 222
2024
Q1 		– Sell
-2,699
Closed -$259K – 198
2023
Q4 		$259K Buy
2,699
+5
+0.2% +$487 0.08% 152
2023
Q3 		$246K Hold
2,694
– – 0.09% 157
2023
Q2 		$267K Buy
+2,694
New +$280K 0.09% 149

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

Westover Capital Advisors's SBUX Position: Q1 2026 in Review

Westover Capital Advisors opened a new position in Starbucks (SBUX) in Q1 2026: 2,363 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings. This is a return to the name: Westover Capital Advisors previously reported a position in SBUX as recently as Q2 2025.

Westover Capital Advisors first reported a position in SBUX in Q2 2023 and has held it in 8 quarters since. The position peaked at $267K in Q2 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Westover Capital Advisors held 2,363 shares of Starbucks worth $212K as of Q1 2026.
  • Starbucks was a new Westover Capital Advisors position in Q1 2026.
  • Starbucks made up 0.04% of Westover Capital Advisors's portfolio in Q1 2026, its #229 holding.
  • Westover Capital Advisors first reported a position in Starbucks in Q2 2023 and has held it in 8 quarters since.
  • Westover Capital Advisors's Starbucks position peaked at $267K in Q2 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.