Capwealth Advisors, LLC / SBUX
Capwealth Advisors, LLC’s Starbucks Corp Position
Does Capwealth Advisors, LLC own Starbucks Corp (SBUX)? Not currently — the last reported position was 167.5K shares worth $15M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$15M
Q1 2024
Shares
167.5K
% of Portfolio
+1.72%
Quarters Held
22
position exited
Position History SBUX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 167.5K | $15M | +1.72% |
| Q4 2023 | 166.8K | $16M | +1.95% |
| Q3 2023 | 168.6K | $15M | +1.97% |
| Q2 2023 | 165.0K | $16M | +1.99% |
| Q1 2023 | 164.8K | $17M | +2.14% |
| Q4 2022 | 208.9K | $21M | +2.44% |
| Q3 2022 | 207.8K | $18M | +2.31% |
| Q2 2022 | 206.6K | $16M | +1.90% |
| Q1 2022 | 174.0K | $16M | +1.62% |
| Q4 2021 | 159.0K | $19M | +1.89% |
| Q3 2021 | 160.2K | $18M | +1.94% |
| Q2 2021 | 161.3K | $18M | +1.96% |
| Q1 2021 | 162.6K | $18M | +2.02% |
| Q4 2020 | 164.9K | $18M | +2.10% |
| Q3 2020 | 168.4K | $14M | +1.93% |
| Q2 2020 | 171.3K | $13M | +1.78% |
| Q1 2020 | 172.7K | $11M | +2.00% |
| Q4 2019 | 168.5K | $15M | +1.86% |
| Q3 2019 | 170.1K | $15M | +2.00% |
| Q2 2019 | 174.7K | $15M | +2.09% |
| Q1 2019 | 174.3K | $13M | +1.99% |
| Q4 2018 | 175.5K | $11M | +1.99% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of SBUX.