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Baldwin Investment Management’s Starbucks SBUX Stock Holding History

Baldwin 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
Q1 		$1.32M Buy
14,750
+50
+0.3% +$4.73K 0.15% 83
2025
Q4 		$1.24M Sell
14,700
-192
-1% -$16.2K 0.14% 89
2025
Q3 		$1.26M Sell
14,892
-100
-0.7% -$8.95K 0.14% 88
2025
Q2 		$1.37M Sell
14,992
-319
-2% -$27.6K 0.17% 82
2025
Q1 		$1.5M Buy
15,311
+2,233
+17% +$231K 0.18% 69
2024
Q4 		$1.19M Sell
13,078
-150
-1% -$14.5K 0.16% 89
2024
Q3 		$1.29M Sell
13,228
-434
-3% -$37.2K 0.16% 90
2024
Q2 		$1.06M Sell
13,662
-7,363
-35% -$600K 0.15% 104
2024
Q1 		$1.92M Sell
21,025
-5,056
-19% -$470K 0.26% 60
2023
Q4 		$2.5M Buy
26,081
+50
+0.2% +$4.87K 0.39% 39
2023
Q3 		$2.38M Sell
26,031
-350
-1% -$34.4K 0.4% 39
2023
Q2 		$2.61M Sell
26,381
-900
-3% -$93.4K 0.43% 37
2023
Q1 		$2.84M Sell
27,281
-24
-0.1% -$2.5K 0.5% 33
2022
Q4 		$2.71M Buy
27,305
+750
+3% +$70.8K 0.49% 33
2022
Q3 		$2.24K Sell
26,555
-2,669
-9% -$227K 0.46% 38
2022
Q2 		$2.23K Sell
29,224
-2,933
-9% -$225K 0.42% 37
2022
Q1 		$2.92K Sell
32,157
-1,735
-5% -$164K 0.44% 34
2021
Q4 		$3.96K Buy
33,892
+201
+0.6% +$22.7K 0.62% 30
2021
Q3 		$3.72M Sell
33,691
-7,375
-18% -$863K 0.65% 29
2021
Q2 		$4.59M Buy
41,066
+134
+0.3% +$15.1K 0.78% 16
2021
Q1 		$4.47M Sell
40,932
-895
-2% -$94K 0.82% 14
2020
Q4 		$4.47M Buy
41,827
+2,451
+6% +$234K 0.88% 12
2020
Q3 		$3.38M Buy
39,376
+6,646
+20% +$530K 0.79% 19
2020
Q2 		$2.41M Buy
32,730
+930
+3% +$69.9K 0.76% 23
2020
Q1 		$2.09M Buy
31,800
+3,100
+11% +$251K 0.72% 19
2019
Q4 		$2.52M Hold
28,700
– – 0.68% 19
2019
Q3 		$2.54M Hold
28,700
– – 0.74% 14
2019
Q2 		$2.41M Sell
28,700
-900
-3% -$70.6K 0.69% 15
2019
Q1 		$2.2M Hold
29,600
– – 0.66% 16
2018
Q4 		$1.91M Sell
29,600
-100
-0.3% -$6.26K 0.61% 16
2018
Q3 		$1.69M Hold
29,700
– – 0.48% 28
2018
Q2 		$1.45M Buy
29,700
+300
+1% +$17K 0.46% 33
2018
Q1 		$1.7M Buy
29,400
+4,465
+18% +$258K 0.61% 19
2017
Q4 		$1.43M Sell
24,935
-165
-0.7% -$9.34K 0.51% 27
2017
Q3 		$1.35M Hold
25,100
– – 0.51% 27
2017
Q2 		$1.46M Buy
25,100
+200
+0.8% +$12.1K 0.59% 18
2017
Q1 		$1.45M Buy
24,900
+650
+3% +$36.8K 0.56% 18
2016
Q4 		$1.35M Sell
24,250
-600
-2% -$33.2K 0.54% 23
2016
Q3 		$1.34M Buy
24,850
+2,675
+12% +$150K 0.58% 21
2016
Q2 		$1.27M Hold
22,175
– – 0.54% 28
2016
Q1 		$1.32M Buy
22,175
+2,573
+13% +$150K 0.57% 23
2015
Q4 		$1.18M Buy
19,602
+402
+2% +$24.5K 0.53% 27
2015
Q3 		$1.09M Buy
19,200
+500
+3% +$28K 0.48% 28
2015
Q2 		$1M Buy
18,700
+500
+3% +$25.4K 0.42% 37
2015
Q1 		$862K Buy
18,200
+1,600
+10% +$71.9K 0.34% 48
2014
Q4 		$681K Hold
16,600
– – 0.26% 59
2014
Q3 		$626K Hold
16,600
– – 0.26% 64
2014
Q2 		$642K Hold
16,600
– – 0.28% 63
2014
Q1 		$609K Buy
16,600
+600
+4% +$22.2K 0.27% 64
2013
Q4 		$627K Hold
16,000
– – 0.28% 63
2013
Q3 		$616K Hold
16,000
– – 0.3% 62
2013
Q2 		$524K Buy
+16,000
New +$497K 0.26% 68

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Investment Management's SBUX Position: Q1 2026 in Review

Baldwin Investment Management increased its Starbucks (SBUX) stake by 0.34% in Q1 2026, buying an estimated $4.73K and bringing the position to 14,750 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #83.

Baldwin Investment Management first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.59M in Q2 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Baldwin Investment Management held 14,750 shares of Starbucks worth $1.32M as of Q1 2026.
  • Baldwin Investment Management bought 50 Starbucks shares in Q1 2026, an estimated $4.73K.
  • Starbucks made up 0.15% of Baldwin Investment Management's portfolio in Q1 2026, its #83 holding.
  • Baldwin Investment Management first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • Baldwin Investment Management's Starbucks position peaked at $4.59M in Q2 2021.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.