Bear Mountain Capital’s Starbucks SBUX Stock Holding History

Bear Mountain Capital’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	$55.2K	Buy	520 +3	+0.6%	+$302	0.02%	59
2026 Q1	$51.2K	Sell	517 -151	-23%	-$14.3K	0.02%	64
2025 Q4	$62.3K	Buy	668 +4	+0.6%	+$337	0.02%	59
2025 Q3	$57K	Buy	664 +4	+0.6%	+$358	0.02%	63
2025 Q2	$61.9K	Sell	660 -85	-11%	-$7.37K	0.02%	55
2025 Q1	$63.2K	Buy	745 +285	+62%	+$29.5K	0.02%	55
2024 Q4	$45.1K	Hold	460	–	–	0.02%	63
2024 Q3	$43.7K	Buy	460 +1	+0.2%	+$86	0.02%	65
2024 Q2	$34.4K	Sell	459 -105	-19%	-$8.55K	0.01%	73
2024 Q1	$48.6K	Hold	564	–	–	0.02%	69
2023 Q4	$52.3K	Buy	+564	New	+$54.9K	0.02%	71

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Bear Mountain Capital's SBUX Position: Q2 2026 in Review

Bear Mountain Capital increased its Starbucks (SBUX) stake by 0.58% in Q2 2026, buying an estimated $302 and bringing the position to 520 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #59.

Bear Mountain Capital first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.2K in Q1 2025. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Bear Mountain Capital held 520 shares of Starbucks worth $55.2K as of Q2 2026.
Bear Mountain Capital bought 3 Starbucks shares in Q2 2026, an estimated $302.
Starbucks made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #59 holding.
Bear Mountain Capital first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Starbucks position peaked at $63.2K in Q1 2025.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.