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Caldwell Sutter Capital’s Starbucks SBUX Stock Holding History

Caldwell Sutter Capital’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 		$635K Buy
6,215
+9
+0.1% +$906 0.24% 105
2026
Q1 		$556K Buy
6,206
+423
+7% +$40K 0.23% 108
2025
Q4 		$487K Buy
5,783
+12
+0.2% +$1.01K 0.21% 118
2025
Q3 		$488K Sell
5,771
-273
-5% -$24.4K 0.21% 120
2025
Q2 		$554K Sell
6,044
-230
-4% -$19.9K 0.25% 105
2025
Q1 		$615K Sell
6,274
-314
-5% -$32.5K 0.29% 93
2024
Q4 		$601K Buy
6,588
+115
+2% +$11.1K 0.28% 99
2024
Q3 		$631K Sell
6,473
-326
-5% -$28K 0.29% 92
2024
Q2 		$529K Sell
6,799
-117
-2% -$9.53K 0.26% 105
2024
Q1 		$632K Sell
6,916
-322
-4% -$29.9K 0.3% 92
2023
Q4 		$695K Sell
7,238
-1,015
-12% -$98.8K 0.35% 83
2023
Q3 		$753K Sell
8,253
-926
-10% -$90.9K 0.42% 67
2023
Q2 		$909K Buy
9,179
+684
+8% +$71K 0.48% 60
2023
Q1 		$885K Buy
8,495
+498
+6% +$51.8K 0.64% 40
2022
Q4 		$793K Buy
+7,997
New +$755K 0.7% 41

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

Caldwell Sutter Capital's SBUX Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Starbucks (SBUX) stake by 0.15% in Q2 2026, buying an estimated $906 and bringing the position to 6,215 shares worth $635K. The position accounts for 0.24% of the portfolio, ranked #105.

Caldwell Sutter Capital first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $909K in Q2 2023. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Caldwell Sutter Capital held 6,215 shares of Starbucks worth $635K as of Q2 2026.
  • Caldwell Sutter Capital bought 9 Starbucks shares in Q2 2026, an estimated $906.
  • Starbucks made up 0.24% of Caldwell Sutter Capital's portfolio in Q2 2026, its #105 holding.
  • Caldwell Sutter Capital first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Starbucks position peaked at $909K in Q2 2023.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.