Calamos Wealth Management’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.44M Sell
14,091
-601
-4% -$60.5K 0.04% 172
2026
Q1
$1.32M Buy
14,692
+208
+1% +$19.7K 0.05% 171
2025
Q4
$1.22M Buy
14,484
+138
+1% +$11.6K 0.04% 173
2025
Q3
$1.21M Buy
14,346
+620
+5% +$55.5K 0.04% 167
2025
Q2
$1.26M Sell
13,726
-834
-6% -$72.3K 0.05% 148
2025
Q1
$1.43M Sell
14,560
-2,490
-15% -$257K 0.07% 122
2024
Q4
$1.56M Sell
17,050
-523
-3% -$50.6K 0.08% 114
2024
Q3
$1.71M Sell
17,573
-145
-0.8% -$12.4K 0.09% 113
2024
Q2
$1.38M Sell
17,718
-117,258
-87% -$9.55M 0.07% 123
2024
Q1
$12.3M Buy
134,976
+115,074
+578% +$10.7M 0.69% 35
2023
Q4
$1.91M Sell
19,902
-1,065
-5% -$104K 0.12% 99
2023
Q3
$1.91M Sell
20,967
-694
-3% -$68.1K 0.15% 93
2023
Q2
$2.15M Buy
21,661
+504
+2% +$52.3K 0.16% 97
2023
Q1
$2.2M Sell
21,157
-53,360
-72% -$5.55M 0.17% 95
2022
Q4
$7.39M Sell
74,517
-2,852
-4% -$269K 0.57% 49
2022
Q3
$6.52M Buy
77,369
+10,968
+17% +$932K 0.56% 45
2022
Q2
$5.07M Buy
66,401
+1,436
+2% +$110K 0.45% 61
2022
Q1
$5.91M Buy
64,965
+5,475
+9% +$517K 0.44% 58
2021
Q4
$6.96M Buy
59,490
+3,181
+6% +$359K 0.51% 50
2021
Q3
$6.21M Buy
56,309
+566
+1% +$66.3K 0.5% 52
2021
Q2
$6.23M Sell
55,743
-3,750
-6% -$424K 0.49% 50
2021
Q1
$6.5M Buy
59,493
+833
+1% +$87.5K 0.54% 49
2020
Q4
$6.28M Buy
58,660
+1,569
+3% +$150K 0.57% 51
2020
Q3
$4.91M Buy
57,091
+46,794
+454% +$3.73M 0.56% 51
2020
Q2
$758K Sell
10,297
-573
-5% -$43.1K 0.09% 142
2020
Q1
$715K Sell
10,870
-806
-7% -$65.2K 0.11% 123
2019
Q4
$1.03M Sell
11,676
-259
-2% -$22.1K 0.12% 119
2019
Q3
$1.05M Sell
11,935
-3,465
-23% -$321K 0.14% 115
2019
Q2
$1.29M Sell
15,400
-1,056
-6% -$82.8K 0.17% 91
2019
Q1
$1.22M Sell
16,456
-928
-5% -$63.8K 0.17% 98
2018
Q4
$1.12M Sell
17,384
-41,044
-70% -$2.57M 0.17% 101
2018
Q3
$3.32M Sell
58,428
-22,510
-28% -$1.19M 0.41% 64
2018
Q2
$3.95M Sell
80,938
-2,037
-2% -$116K 0.49% 65
2018
Q1
$4.8M Buy
82,975
+1,667
+2% +$96.4K 0.6% 60
2017
Q4
$4.67M Sell
81,308
-905
-1% -$51.2K 0.61% 58
2017
Q3
$4.42M Buy
82,213
+547
+0.7% +$30.3K 0.61% 54
2017
Q2
$4.76M Buy
81,666
+273
+0.3% +$16.5K 0.67% 43
2017
Q1
$4.75M Sell
81,393
-1,277
-2% -$72.3K 0.71% 43
2016
Q4
$4.59M Sell
82,670
-931
-1% -$51.6K 0.74% 43
2016
Q3
$4.53M Sell
83,601
-35,618
-30% -$1.99M 0.77% 40
2016
Q2
$6.81M Buy
119,219
+10,742
+10% +$611K 1.2% 16
2016
Q1
$6.48M Sell
108,477
-8,417
-7% -$490K 1.25% 14
2015
Q4
$7.02M Buy
116,894
+1,540
+1% +$93.8K 1.4% 12
2015
Q3
$6.56M Sell
115,354
-1,737
-1% -$97.3K 1.57% 6
2015
Q2
$6.28M Buy
117,091
+7,897
+7% +$401K 1.48% 7
2015
Q1
$5.17M Buy
109,194
+31,686
+41% +$1.42M 1.29% 14
2014
Q4
$3.18M Buy
77,508
+49,114
+173% +$1.92M 0.91% 23
2014
Q3
$1.07M Buy
28,394
+130
+0.5% +$5.03K 0.31% 115
2014
Q2
$1.09M Buy
28,264
+660
+2% +$24K 0.31% 114
2014
Q1
$1.01M Buy
27,604
+1,808
+7% +$66.9K 0.3% 123
2013
Q4
$1.01M Sell
25,796
-5,348
-17% -$212K 0.31% 107
2013
Q3
$1.2M Sell
31,144
-360
-1% -$12.9K 0.39% 93
2013
Q2
$1.03M Buy
+31,504
New +$979K 0.37% 91

Other funds holding SBUX

Calamos Wealth Management's SBUX Position: Q2 2026 in Review

Calamos Wealth Management reduced its Starbucks (SBUX) stake by 4.1% in Q2 2026, selling an estimated $60.5K and leaving 14,091 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #172.

Calamos Wealth Management first reported a position in SBUX in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q1 2024. 1,550 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Calamos Wealth Management held 14,091 shares of Starbucks worth $1.44M as of Q2 2026.
  • Calamos Wealth Management sold 601 Starbucks shares in Q2 2026, an estimated $60.5K.
  • Starbucks made up 0.04% of Calamos Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Calamos Wealth Management first reported a position in Starbucks in Q2 2013 and has held it in 53 quarters since.
  • Calamos Wealth Management's Starbucks position peaked at $12.3M in Q1 2024.
  • 1,550 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.