Callan Family Office’s Starbucks SBUX Stock Holding History

Callan Family Office’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	$4.69M	Buy	45,889 +2,232	+5%	+$225K	0.09%	209
2026 Q1	$3.91M	Buy	43,657 +319	+0.7%	+$30.2K	0.09%	230
2025 Q4	$3.65M	Buy	43,338 +19,519	+82%	+$1.65M	0.08%	236
2025 Q3	$2.02M	Sell	23,819 -8,823	-27%	-$790K	0.06%	264
2025 Q2	$2.99M	Buy	32,642 +20,582	+171%	+$1.78M	0.09%	222
2025 Q1	$1.18M	Sell	12,060 -2,473	-17%	-$256K	0.09%	195
2024 Q4	$1.33M	Buy	+14,533	New	+$1.41M	0.08%	201
2023 Q2	–	Sell	-2,051	Closed	-$214K	–	148
2023 Q1	$214K	Buy	+2,051	New	+$213K	0.05%	149

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Callan Family Office's SBUX Position: Q2 2026 in Review

Callan Family Office increased its Starbucks (SBUX) stake by 5.1% in Q2 2026, buying an estimated $225K and bringing the position to 45,889 shares worth $4.69M. The position accounts for 0.09% of the portfolio, ranked #209.

Callan Family Office first reported a position in SBUX in Q1 2023 and has held it in 8 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Callan Family Office held 45,889 shares of Starbucks worth $4.69M as of Q2 2026.
Callan Family Office bought 2,232 Starbucks shares in Q2 2026, an estimated $225K.
Starbucks made up 0.09% of Callan Family Office's portfolio in Q2 2026, its #209 holding.
Callan Family Office first reported a position in Starbucks in Q1 2023 and has held it in 8 quarters since.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.