Alpha Family Trust’s Starbucks SBUX Stock Holding History

Alpha Family Trust’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	$700K	Buy	6,850 +720	+12%	+$72.5K	0.28%	57
2026 Q1	$549K	Hold	6,130	–	–	0.27%	63
2025 Q4	$516K	Buy	6,130 +3,390	+124%	+$286K	0.24%	71
2025 Q3	$232K	Sell	2,740 -3,380	-55%	-$303K	0.11%	167
2025 Q2	$561K	Sell	6,120 -1,190	-16%	-$103K	0.28%	69
2025 Q1	$717K	Buy	+7,310	New	+$756K	0.42%	52
2024 Q4	–	Sell	-9,310	Closed	-$908K	–	170
2024 Q3	$908K	Buy	+9,310	New	+$799K	0.51%	34
2024 Q2	–	Sell	-6,655	Closed	-$608K	–	157
2024 Q1	$608K	Hold	6,655	–	–	0.37%	50
2023 Q4	$639K	Hold	6,655	–	–	0.43%	41
2023 Q3	$607K	Hold	6,655	–	–	0.46%	42
2023 Q2	$659K	Hold	6,655	–	–	0.46%	39
2023 Q1	$693K	Hold	6,655	–	–	0.55%	33
2022 Q4	$660K	Buy	+6,655	New	+$628K	0.6%	32

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 $3.37T AUM 44.26% 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

Alpha Family Trust's SBUX Position: Q2 2026 in Review

Alpha Family Trust increased its Starbucks (SBUX) stake by 12% in Q2 2026, buying an estimated $72.5K and bringing the position to 6,850 shares worth $700K. The position accounts for 0.28% of the portfolio, ranked #57.

Alpha Family Trust first reported a position in SBUX in Q4 2022 and has held it in 13 quarters since. The position peaked at $908K in Q3 2024. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Alpha Family Trust held 6,850 shares of Starbucks worth $700K as of Q2 2026.
Alpha Family Trust bought 720 Starbucks shares in Q2 2026, an estimated $72.5K.
Starbucks made up 0.28% of Alpha Family Trust's portfolio in Q2 2026, its #57 holding.
Alpha Family Trust first reported a position in Starbucks in Q4 2022 and has held it in 13 quarters since.
Alpha Family Trust's Starbucks position peaked at $908K in Q3 2024.
2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.