3Chopt Investment Partners’s Starbucks SBUX Stock Holding History

3Chopt Investment Partners’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 Q2	$590K	Buy	5,771 +1,103	+24%	+$111K	0.11%	141
2026 Q1	$418K	Buy	4,668 +1,644	+54%	+$156K	0.1%	150
2025 Q4	$255K	Sell	3,024 -1,310	-30%	-$111K	0.06%	192
2025 Q3	$367K	Buy	4,334 +213	+5%	+$19.1K	0.08%	165
2025 Q2	$378K	Sell	4,121 -539	-12%	-$46.7K	0.09%	164
2025 Q1	$457K	Buy	+4,660	New	+$482K	0.12%	139
2024 Q3	–	Sell	-4,065	Closed	-$316K	–	160
2024 Q2	$316K	Buy	+4,065	New	+$331K	0.1%	155
2024 Q1	–	Sell	-5,183	Closed	-$498K	–	144
2023 Q4	$498K	Buy	+5,183	New	+$504K	0.18%	105
2023 Q3	–	Sell	-4,546	Closed	-$450K	–	120
2023 Q2	$450K	Sell	4,546 -23	-0.5%	-$2.39K	0.23%	94
2023 Q1	$476K	Buy	4,569 +957	+26%	+$99.6K	0.25%	92
2022 Q4	$358K	Buy	+3,612	New	+$341K	0.2%	100

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3Chopt Investment Partners's SBUX Position: Q2 2026 in Review

3Chopt Investment Partners increased its Starbucks (SBUX) stake by 24% in Q2 2026, buying an estimated $111K and bringing the position to 5,771 shares worth $590K. The position accounts for 0.11% of the portfolio, ranked #141.

3Chopt Investment Partners first reported a position in SBUX in Q4 2022 and has held it in 11 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

3Chopt Investment Partners held 5,771 shares of Starbucks worth $590K as of Q2 2026.
3Chopt Investment Partners bought 1,103 Starbucks shares in Q2 2026, an estimated $111K.
Starbucks made up 0.11% of 3Chopt Investment Partners's portfolio in Q2 2026, its #141 holding.
3Chopt Investment Partners first reported a position in Starbucks in Q4 2022 and has held it in 11 quarters since.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.