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Bennett Selby Investments’s Starbucks SBUX Stock Holding History

Bennett Selby Investments’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 		$2.93M Sell
28,663
-3,431
-11% -$346K 0.94% 20
2026
Q1 		$2.88M Sell
32,094
-1,210
-4% -$114K 1.01% 19
2025
Q4 		$2.8M Sell
33,304
-2,789
-8% -$235K 0.9% 23
2025
Q3 		$3.05M Sell
36,093
-2,830
-7% -$253K 1.01% 23
2025
Q2 		$3.57M Sell
38,923
-1,611
-4% -$140K 1.27% 17
2025
Q1 		$3.98M Sell
40,534
-871
-2% -$90K 1.57% 14
2024
Q4 		$3.78M Sell
41,405
-437
-1% -$42.3K 1.5% 14
2024
Q3 		$4.08M Sell
41,842
-638
-2% -$54.7K 1.72% 13
2024
Q2 		$3.31M Buy
42,480
+270
+0.6% +$22K 1.48% 16
2024
Q1 		$3.86M Sell
42,210
-180
-0.4% -$16.7K 1.8% 14
2023
Q4 		$4.07M Sell
42,390
-156
-0.4% -$15.2K 2.08% 13
2023
Q3 		$3.88M Buy
42,546
+1,804
+4% +$177K 2.27% 13
2023
Q2 		$4.04M Buy
40,742
+484
+1% +$50.2K 2.32% 13
2023
Q1 		$4.19M Sell
40,258
-225
-0.6% -$23.4K 2.75% 12
2022
Q4 		$4.02M Buy
40,483
+603
+2% +$56.9K 3.01% 12
2022
Q3 		$3.36M Buy
39,880
+446
+1% +$37.9K 2.68% 13
2022
Q2 		$3.01M Buy
39,434
+222
+0.6% +$17.1K 2.32% 13
2022
Q1 		$3.57M Buy
39,212
+2,545
+7% +$240K 2.15% 13
2021
Q4 		$4.29M Buy
36,667
+1,919
+6% +$216K 2.48% 14
2021
Q3 		$3.83M Buy
34,748
+207
+0.6% +$24.2K 2.51% 14
2021
Q2 		$3.86M Buy
34,541
+15
+0% +$1.7K 2.61% 14
2021
Q1 		$3.77M Buy
34,526
+1,557
+5% +$163K 2.93% 12
2020
Q4 		$3.53M Buy
+32,969
New +$3.15M 3% 10

Other funds holding SBUX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bennett Selby Investments's SBUX Position: Q2 2026 in Review

Bennett Selby Investments reduced its Starbucks (SBUX) stake by 11% in Q2 2026, selling an estimated $346K and leaving 28,663 shares worth $2.93M. The position accounts for 0.94% of the portfolio, ranked #20.

Bennett Selby Investments first reported a position in SBUX in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.29M in Q4 2021. 1,261 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Bennett Selby Investments held 28,663 shares of Starbucks worth $2.93M as of Q2 2026.
  • Bennett Selby Investments sold 3,431 Starbucks shares in Q2 2026, an estimated $346K.
  • Starbucks made up 0.94% of Bennett Selby Investments's portfolio in Q2 2026, its #20 holding.
  • Bennett Selby Investments first reported a position in Starbucks in Q4 2020 and has held it in 23 quarters since.
  • Bennett Selby Investments's Starbucks position peaked at $4.29M in Q4 2021.
  • 1,261 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.