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Boreal Capital Management’s Starbucks SBUX Stock Holding History

Boreal 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 		$10.2K Hold
100
– – 0.01% 337
2026
Q1 		$8.96K Hold
100
– – 0.01% 347
2025
Q4 		$8.42K Hold
100
– – 0.01% 372
2025
Q3 		$8.46K Sell
100
-120
-55% -$10.7K 0.01% 375
2025
Q2 		$20.2K Buy
+220
New +$19.1K 0.02% 273

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boreal Capital Management held its Starbucks (SBUX) position steady in Q2 2026 at 100 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #337.

Boreal Capital Management first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.2K in Q2 2025. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Boreal Capital Management held 100 shares of Starbucks worth $10.2K as of Q2 2026.
  • Boreal Capital Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #337 holding.
  • Boreal Capital Management first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Starbucks position peaked at $20.2K in Q2 2025.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.