SEC 13F Intelligence

United Capital Financial Advisors, LLC / SBUX

United Capital Financial Advisors, LLC’s Starbucks Corp Position

Does United Capital Financial Advisors, LLC own Starbucks Corp (SBUX)? Yes — 561.5K shares worth $50M (+0.31% of its 13F portfolio) as of Q1 2026, down from 593.8K shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
561.5K
% of Portfolio
+0.31%
Quarters Held
30
currently held

Position History SBUX

Reported value by quarter
Q4 ’18: $137MQ4 ’18Q1 ’19: $125MQ2 ’19: $142MQ3 ’19: $142MQ4 ’19: $149MQ4 ’19Q1 ’20: $109MQ2 ’20: $128MQ3 ’20: $150MQ4 ’20: $181MQ4 ’20Q1 ’21: $185MQ2 ’21: $188MQ3 ’21: $185MQ4 ’21: $170MQ4 ’21Q1 ’22: $132MQ2 ’22: $121MQ3 ’22: $129MQ4 ’22: $126MQ4 ’22Q1 ’23: $131MQ2 ’23: $129MQ3 ’23: $100MQ4 ’23: $68MQ4 ’23Q1 ’24: $64MQ2 ’24: $50MQ3 ’24: $63MQ4 ’24: $57MQ4 ’24Q1 ’25: $55MQ2 ’25: $51MQ3 ’25: $51MQ4 ’25: $50MQ4 ’25Q1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026561.5K$50M+0.31%
Q4 2025593.8K$50M+0.30%
Q3 2025607.9K$51M+0.37%
Q2 2025557.2K$51M+0.41%
Q1 2025559.9K$55M+0.47%
Q4 2024622.5K$57M+0.48%
Q3 2024642.1K$63M+0.52%
Q2 2024646.3K$50M+0.43%
Q1 2024704.0K$64M+0.53%
Q4 2023704.8K$68M+0.56%
Q3 20231.10M$100M+0.66%
Q2 20231.24M$129M+0.72%
Q1 20231.26M$131M+0.72%
Q4 20221.27M$126M+0.71%
Q3 20221.54M$129M+0.76%
Q2 20221.58M$121M+0.66%
Q1 20221.45M$132M+0.64%
Q4 20211.45M$170M+0.78%
Q3 20211.67M$185M+0.92%
Q2 20211.68M$188M+0.95%
Q1 20211.69M$185M+1.02%
Q4 20201.69M$181M+1.09%
Q3 20201.75M$150M+0.98%
Q2 20201.74M$128M+0.93%
Q1 20201.66M$109M+0.90%
Q4 20191.70M$149M+0.96%
Q3 20191.61M$142M+1.00%
Q2 20191.69M$142M+0.93%
Q1 20191.68M$125M+0.88%
Q4 20182.13M$137M+1.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of SBUX.