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Beese Fulmer Investment Management’s Starbucks SBUX Stock Holding History

Beese Fulmer 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 		– Sell
-3,766
Closed -$317K – 473
2025
Q4 		$317K Sell
3,766
-1,324
-26% -$112K 0.02% 275
2025
Q3 		$431K Sell
5,090
-90
-2% -$8.06K 0.03% 204
2025
Q2 		$475K Buy
5,180
+16
+0.3% +$1.39K 0.04% 187
2025
Q1 		$507K Sell
5,164
-275
-5% -$28.4K 0.04% 152
2024
Q4 		$496K Hold
5,439
– – 0.04% 148
2024
Q3 		$530K Sell
5,439
-11
-0.2% -$944 0.05% 152
2024
Q2 		$424K Sell
5,450
-819
-13% -$66.7K 0.04% 157
2024
Q1 		$573K Sell
6,269
-823
-12% -$76.5K 0.05% 142
2023
Q4 		$681K Hold
7,092
– – 0.07% 131
2023
Q3 		$647K Hold
7,092
– – 0.07% 132
2023
Q2 		$703K Sell
7,092
-673
-9% -$69.9K 0.08% 136
2023
Q1 		$809K Buy
7,765
+5,319
+217% +$554K 0.09% 128
2022
Q4 		$243K Buy
+2,446
New +$231K 0.03% 194
2022
Q1 		– Sell
-2,003
Closed -$234K – 244
2021
Q4 		$234K Buy
2,003
+99
+5% +$11.2K 0.02% 216
2021
Q3 		$210K Hold
1,904
– – 0.02% 223
2021
Q2 		$213K Buy
1,904
+5
+0.3% +$565 0.02% 210
2021
Q1 		$208K Buy
+1,899
New +$199K 0.03% 211
2020
Q3 		– Sell
-2,018
Closed -$149K – 468
2020
Q2 		$149K Buy
+2,018
New +$152K 0.02% 207

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

Beese Fulmer Investment Management's SBUX Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 3,766 shares — an estimated $317K sold.

Beese Fulmer Investment Management first reported a position in SBUX in Q2 2020 and held it in 18 quarters. The position peaked at $809K in Q1 2023. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 3,766 Starbucks shares in Q1 2026, an estimated $317K.
  • Beese Fulmer Investment Management first reported a position in Starbucks in Q2 2020 and held it in 18 quarters.
  • Beese Fulmer Investment Management's Starbucks position peaked at $809K in Q1 2023.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.