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Cheviot Value Management’s Starbucks SBUX Stock Holding History

Cheviot Value 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 		$109K Buy
1,069
+2
+0.2% +$201 0.01% 164
2026
Q1 		$95.6K Buy
1,067
+1
+0.1% +$95 0.01% 165
2025
Q4 		$101K Sell
1,066
-148
-12% -$12.5K 0.01% 166
2025
Q3 		$104K Buy
1,214
+213
+21% +$19.1K 0.01% 167
2025
Q2 		$92.2K Buy
1,001
+1
+0.1% +$87 0.01% 163
2025
Q1 		$81.7K Buy
+1,000
New +$103K 0.01% 164

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

Cheviot Value Management's SBUX Position: Q2 2026 in Review

Cheviot Value Management increased its Starbucks (SBUX) stake by 0.19% in Q2 2026, buying an estimated $201 and bringing the position to 1,069 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #164.

Cheviot Value Management first reported a position in SBUX in Q1 2025 and has held it in 6 quarters since. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Cheviot Value Management held 1,069 shares of Starbucks worth $109K as of Q2 2026.
  • Cheviot Value Management bought 2 Starbucks shares in Q2 2026, an estimated $201.
  • Starbucks made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #164 holding.
  • Cheviot Value Management first reported a position in Starbucks in Q1 2025 and has held it in 6 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.