Capstone Investment Advisors’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.84M Buy
31,700
+10,200
+47% +$965K ﹤0.01% 551
2025
Q4
$1.81M Sell
21,500
-16,200
-43% -$1.37M ﹤0.01% 660
2025
Q3
$3.19M Buy
37,700
+21,700
+136% +$1.94M 0.01% 609
2025
Q2
$1.47M Sell
16,000
-25,200
-61% -$2.18M ﹤0.01% 741
2025
Q1
$4.04M Sell
41,200
-132,200
-76% -$13.7M 0.01% 513
2024
Q4
$15.8M Buy
173,400
+26,600
+18% +$2.57M 0.04% 258
2024
Q3
$14.3M Hold
146,800
0.04% 237
2024
Q2
$11.4M Buy
146,800
+24,000
+20% +$1.95M 0.04% 286
2024
Q1
$11.2M Sell
122,800
-57,300
-32% -$5.33M 0.04% 255
2023
Q4
$17.3M Buy
180,100
+43,700
+32% +$4.25M 0.05% 238
2023
Q3
$12.4M Buy
136,400
+3,000
+2% +$294K 0.06% 238
2023
Q2
$13.2M Buy
133,400
+5,800
+5% +$602K 0.07% 211
2023
Q1
$13.3M Buy
127,600
+55,000
+76% +$5.72M 0.07% 207
2022
Q4
$7.2M Buy
72,600
+9,300
+15% +$878K 0.05% 298
2022
Q3
$5.33M Sell
63,300
-11,000
-15% -$935K 0.03% 388
2022
Q2
$5.68M Sell
74,300
-97,400
-57% -$7.48M 0.03% 379
2022
Q1
$15.6M Sell
171,700
-48,000
-22% -$4.53M 0.04% 322
2021
Q4
$25.7M Sell
219,700
-36,400
-14% -$4.1M 0.04% 367
2021
Q3
$28.3M Buy
256,100
+32,500
+15% +$3.81M 0.06% 326
2021
Q2
$25M Buy
223,600
+16,000
+8% +$1.81M 0.06% 304
2021
Q1
$22.7M Sell
207,600
-5,300
-2% -$556K 0.07% 272
2020
Q4
$22.8M Buy
212,900
+68,000
+47% +$6.49M 0.08% 219
2020
Q3
$12.4M Buy
144,900
+64,600
+80% +$5.15M 0.06% 259
2020
Q2
$5.91M Buy
80,300
+77,900
+3,246% +$5.85M 0.04% 379
2020
Q1
$158K Sell
2,400
-182,600
-99% -$14.8M ﹤0.01% 1036
2019
Q4
$16.3M Buy
185,000
+2,900
+2% +$247K 0.09% 243
2019
Q3
$16.1M Buy
182,100
+65,100
+56% +$6.04M 0.11% 179
2019
Q2
$9.81M Buy
117,000
+39,400
+51% +$3.09M 0.07% 294
2019
Q1
$5.77M Buy
77,600
+31,300
+68% +$2.15M 0.05% 319
2018
Q4
$2.98M Buy
46,300
+10,200
+28% +$638K 0.04% 361
2018
Q3
$2.05M Buy
36,100
+28,900
+401% +$1.53M 0.02% 436
2018
Q2
$352K Buy
+7,200
New +$409K 0.01% 518
2017
Q1
Sell
-3,200
Closed -$177K 1089
2016
Q4
$177K Buy
+3,200
New +$177K 0.01% 832
2015
Q4
Sell
-40,000
Closed -$2.27M 540
2015
Q3
$2.27M Buy
40,000
+25,000
+167% +$1.4M 0.05% 182
2015
Q2
$804K Sell
15,000
-42,600
-74% -$2.16M 0.01% 257
2015
Q1
$2.73M Buy
57,600
+42,800
+289% +$1.92M 0.04% 188
2014
Q4
$607K Sell
14,800
-79,000
-84% -$3.09M 0.01% 281
2014
Q3
$3.54M Buy
93,800
+29,000
+45% +$1.12M 0.04% 247
2014
Q2
$2.51M Buy
+64,800
New +$2.35M 0.03% 247
2013
Q4
Sell
-72,000
Closed -$2.77M 550
2013
Q3
$2.77M Sell
72,000
-76,000
-51% -$2.73M 0.03% 291
2013
Q2
$4.85M Buy
+148,000
New +$4.6M 0.05% 146

Other funds holding SBUX

Capstone Investment Advisors's SBUX Position: Q1 2026 in Review

Capstone Investment Advisors increased its Starbucks (SBUX) stake by 94% in Q1 2026, buying an estimated $5.03M and bringing the position to 109,993 shares worth $9.85M. The position accounts for 0.02% of the portfolio, ranked #287.

Capstone Investment Advisors first reported a position in SBUX in Q4 2013 and has held it in 39 quarters since. The position peaked at $20M in Q2 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Capstone Investment Advisors held 109,993 shares of Starbucks worth $9.85M as of Q1 2026.
  • Capstone Investment Advisors bought 53,212 Starbucks shares in Q1 2026, an estimated $5.03M.
  • Starbucks made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #287 holding.
  • Capstone Investment Advisors first reported a position in Starbucks in Q4 2013 and has held it in 39 quarters since.
  • Capstone Investment Advisors's Starbucks position peaked at $20M in Q2 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.