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Choate Investment Advisors’s Starbucks SBUX Stock Holding History

Choate Investment Advisors’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 		$355K Sell
3,475
-508
-13% -$51.2K 0.01% 375
2026
Q1 		$357K Sell
3,983
-180
-4% -$17K 0.01% 353
2025
Q4 		$351K Sell
4,163
-31
-0.7% -$2.62K 0.01% 356
2025
Q3 		$355K Sell
4,194
-1,462
-26% -$131K 0.01% 335
2025
Q2 		$518K Buy
5,656
+1,927
+52% +$167K 0.01% 265
2025
Q1 		$366K Buy
3,729
+140
+4% +$14.5K 0.01% 300
2024
Q4 		$327K Buy
3,589
+181
+5% +$17.5K 0.01% 318
2024
Q3 		$332K Buy
3,408
+108
+3% +$9.27K 0.01% 302
2024
Q2 		$257K Sell
3,300
-64,882
-95% -$5.28M 0.01% 327
2024
Q1 		$6.23M Buy
68,182
+18,935
+38% +$1.76M 0.17% 76
2023
Q4 		$4.73M Buy
49,247
+15,777
+47% +$1.54M 0.15% 80
2023
Q3 		$3.05M Buy
33,470
+11,377
+51% +$1.12M 0.12% 79
2023
Q2 		$2.19M Buy
22,093
+18,758
+562% +$1.95M 0.09% 86
2023
Q1 		$347K Hold
3,335
– – 0.02% 213
2022
Q4 		$331K Hold
3,335
– – 0.02% 211
2022
Q3 		$281K Hold
3,335
– – 0.02% 209
2022
Q2 		$255K Sell
3,335
-55
-2% -$4.22K 0.02% 227
2022
Q1 		$308K Hold
3,390
– – 0.02% 240
2021
Q4 		$397K Buy
3,390
+528
+18% +$59.5K 0.02% 203
2021
Q3 		$316K Sell
2,862
-54
-2% -$6.32K 0.02% 215
2021
Q2 		$326K Buy
+2,916
New +$330K 0.02% 212

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

Choate Investment Advisors's SBUX Position: Q2 2026 in Review

Choate Investment Advisors reduced its Starbucks (SBUX) stake by 13% in Q2 2026, selling an estimated $51.2K and leaving 3,475 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #375.

Choate Investment Advisors first reported a position in SBUX in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.23M in Q1 2024. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Choate Investment Advisors held 3,475 shares of Starbucks worth $355K as of Q2 2026.
  • Choate Investment Advisors sold 508 Starbucks shares in Q2 2026, an estimated $51.2K.
  • Starbucks made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #375 holding.
  • Choate Investment Advisors first reported a position in Starbucks in Q2 2021 and has held it in 21 quarters since.
  • Choate Investment Advisors's Starbucks position peaked at $6.23M in Q1 2024.
  • 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.