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Wiser Advisor Group’s Starbucks SBUX Stock Holding History

Wiser Advisor Group’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 		$19K Buy
212
+1
+0.5% +$95 0.02% 135
2025
Q4 		$17.7K Buy
211
+2
+1% +$169 0.02% 144
2025
Q3 		$17.7K Buy
+209
New +$18.7K 0.02% 147
2025
Q2 		– Sell
-310
Closed -$30.4K – 213
2025
Q1 		$30.4K Buy
310
+2
+0.6% +$207 0.04% 122
2024
Q4 		$28.1K Buy
308
+2
+0.7% +$193 0.04% 125
2024
Q3 		$29.9K Buy
306
+47
+18% +$4.03K 0.04% 127
2024
Q2 		$20.1K Buy
259
+72
+39% +$5.86K 0.03% 148
2024
Q1 		$17.2K Hold
187
– – 0.03% 158
2023
Q4 		$18K Buy
+187
New +$18.2K 0.03% 155

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

Wiser Advisor Group's SBUX Position: Q1 2026 in Review

Wiser Advisor Group increased its Starbucks (SBUX) stake by 0.47% in Q1 2026, buying an estimated $95 and bringing the position to 212 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #135.

Wiser Advisor Group first reported a position in SBUX in Q4 2023 and has held it in 9 quarters since. The position peaked at $30.4K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Wiser Advisor Group held 212 shares of Starbucks worth $19K as of Q1 2026.
  • Wiser Advisor Group bought 1 Starbucks share in Q1 2026, an estimated $95.
  • Starbucks made up 0.02% of Wiser Advisor Group's portfolio in Q1 2026, its #135 holding.
  • Wiser Advisor Group first reported a position in Starbucks in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's Starbucks position peaked at $30.4K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.