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Allen Investment Management’s Starbucks SBUX Stock Holding History

Allen Investment Management’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 		$1.43M Sell
13,972
-6,297
-31% -$634K 0.02% 142
2026
Q1 		$1.82M Hold
20,269
– – 0.02% 129
2025
Q4 		$1.71M Sell
20,269
-261,765
-93% -$22.1M 0.02% 132
2025
Q3 		$23.9M Sell
282,034
-1,961,978
-87% -$176M 0.27% 61
2025
Q2 		$206M Sell
2,244,012
-182,867
-8% -$15.8M 2.24% 12
2025
Q1 		$238M Buy
2,426,879
+780,658
+47% +$80.7M 2.78% 12
2024
Q4 		$150M Buy
+1,646,221
New +$159M 1.73% 14

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Investment Management's SBUX Position: Q2 2026 in Review

Allen Investment Management reduced its Starbucks (SBUX) stake by 31% in Q2 2026, selling an estimated $634K and leaving 13,972 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #142.

Allen Investment Management first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $238M in Q1 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Allen Investment Management held 13,972 shares of Starbucks worth $1.43M as of Q2 2026.
  • Allen Investment Management sold 6,297 Starbucks shares in Q2 2026, an estimated $634K.
  • Starbucks made up 0.02% of Allen Investment Management's portfolio in Q2 2026, its #142 holding.
  • Allen Investment Management first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Allen Investment Management's Starbucks position peaked at $238M in Q1 2025.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.