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Boltwood Capital Management’s Starbucks SBUX Stock Holding History

Boltwood Capital 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
Q2 		$265K Buy
2,590
+35
+1% +$3.52K 0.06% 174
2026
Q1 		$229K Buy
2,555
+75
+3% +$7.09K 0.06% 177
2025
Q4 		$209K Buy
2,480
+10
+0.4% +$844 0.05% 179
2025
Q3 		$209K Sell
2,470
-25
-1% -$2.24K 0.06% 174
2025
Q2 		$229K Sell
2,495
-127
-5% -$11K 0.07% 167
2025
Q1 		$257K Hold
2,622
– – 0.08% 158
2024
Q4 		$239K Sell
2,622
-25
-0.9% -$2.42K 0.07% 159
2024
Q3 		$258K Sell
2,647
-30
-1% -$2.57K 0.08% 152
2024
Q2 		$208K Sell
2,677
-149
-5% -$12.1K 0.07% 162
2024
Q1 		$258K Hold
2,826
– – 0.08% 158
2023
Q4 		$271K Sell
2,826
-150
-5% -$14.6K 0.09% 148
2023
Q3 		$272K Sell
2,976
-150
-5% -$14.7K 0.1% 132
2023
Q2 		$310K Sell
3,126
-150
-5% -$15.6K 0.11% 132
2023
Q1 		$341K Buy
3,276
+331
+11% +$34.5K 0.13% 124
2022
Q4 		$292K Sell
2,945
-25
-0.8% -$2.36K 0.12% 128
2022
Q3 		$250K Sell
2,970
-41
-1% -$3.48K 0.11% 133
2022
Q2 		$230K Hold
3,011
– – 0.1% 140
2022
Q1 		$274K Sell
3,011
-100
-3% -$9.44K 0.11% 142
2021
Q4 		$364K Sell
3,111
-100
-3% -$11.3K 0.13% 126
2021
Q3 		$354K Sell
3,211
-335
-9% -$39.2K 0.14% 126
2021
Q2 		$396K Sell
3,546
-360
-9% -$40.7K 0.16% 121
2021
Q1 		$427K Sell
3,906
-125
-3% -$13.1K 0.19% 112
2020
Q4 		$431K Sell
4,031
-640
-14% -$61.1K 0.21% 107
2020
Q3 		$401K Sell
4,671
-175
-4% -$14K 0.22% 104
2020
Q2 		$357K Sell
4,846
-243
-5% -$18.3K 0.22% 104
2020
Q1 		$335K Sell
5,089
-550
-10% -$44.5K 0.24% 103
2019
Q4 		$496K Sell
5,639
-850
-13% -$72.5K 0.28% 96
2019
Q3 		$574K Sell
6,489
-4,836
-43% -$448K 0.36% 86
2019
Q2 		$949K Sell
11,325
-7,201
-39% -$565K 0.6% 56
2019
Q1 		$1.38M Sell
18,526
-849
-4% -$58.4K 0.9% 37
2018
Q4 		$1.25M Sell
19,375
-293
-1% -$18.3K 0.85% 40
2018
Q3 		$1.12M Buy
19,668
+745
+4% +$39.4K 0.67% 48
2018
Q2 		$924K Buy
18,923
+990
+6% +$56.2K 0.6% 55
2018
Q1 		$1.04M Sell
17,933
-407
-2% -$23.5K 0.71% 52
2017
Q4 		$1.05M Buy
18,340
+480
+3% +$27.2K 0.64% 54
2017
Q3 		$959K Buy
17,860
+100
+0.6% +$5.54K 0.62% 56
2017
Q2 		$1.03M Hold
17,760
– – 0.7% 47
2017
Q1 		$1.04M Buy
17,760
+2,125
+14% +$120K 0.73% 45
2016
Q4 		$868K Buy
15,635
+350
+2% +$19.4K 0.66% 51
2016
Q3 		$827K Buy
15,285
+820
+6% +$45.9K 0.66% 51
2016
Q2 		$826K Buy
+14,465
New +$822K 0.69% 50

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Boltwood Capital Management's SBUX Position: Q2 2026 in Review

Boltwood Capital Management increased its Starbucks (SBUX) stake by 1.4% in Q2 2026, buying an estimated $3.52K and bringing the position to 2,590 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #174.

Boltwood Capital Management first reported a position in SBUX in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.38M in Q1 2019. 803 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Boltwood Capital Management held 2,590 shares of Starbucks worth $265K as of Q2 2026.
  • Boltwood Capital Management bought 35 Starbucks shares in Q2 2026, an estimated $3.52K.
  • Starbucks made up 0.06% of Boltwood Capital Management's portfolio in Q2 2026, its #174 holding.
  • Boltwood Capital Management first reported a position in Starbucks in Q2 2016 and has held it in 41 quarters since.
  • Boltwood Capital Management's Starbucks position peaked at $1.38M in Q1 2019.
  • 803 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.