BankPlus Trust Department’s Starbucks SBUX Stock Holding History

BankPlus Trust Department’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	$388K	Buy	3,797 +209	+6%	+$21K	0.09%	144
2026 Q1	$321K	Hold	3,588	–	–	0.09%	140
2025 Q4	$302K	Hold	3,588	–	–	0.08%	143
2025 Q3	$304K	Buy	3,588 +3,400	+1,809%	+$304K	0.08%	141
2025 Q2	$17.2K	Sell	188 -694	-79%	-$60.1K	0.01%	315
2025 Q1	$86.5K	Buy	882 +660	+297%	+$68.2K	0.03%	187
2024 Q4	$20.3K	Buy	+222	New	+$21.5K	0.01%	294

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

BankPlus Trust Department's SBUX Position: Q2 2026 in Review

BankPlus Trust Department increased its Starbucks (SBUX) stake by 5.8% in Q2 2026, buying an estimated $21K and bringing the position to 3,797 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #144.

BankPlus Trust Department first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

BankPlus Trust Department held 3,797 shares of Starbucks worth $388K as of Q2 2026.
BankPlus Trust Department bought 209 Starbucks shares in Q2 2026, an estimated $21K.
Starbucks made up 0.09% of BankPlus Trust Department's portfolio in Q2 2026, its #144 holding.
BankPlus Trust Department first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.