Clear Investment Research’s Starbucks SBUX Stock Holding History

Clear Investment Research’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 Q1	$37K	Buy	+413	New	+$39.1K	0.06%	121
2025 Q4	–	Sell	-431	Closed	-$36.5K	–	190
2025 Q3	$36.5K	Buy	431 +114	+36%	+$10.2K	0.05%	135
2025 Q2	$29.1K	Buy	317 +1	+0.3%	+$87	0.04%	130
2025 Q1	$31.1K	Sell	316 -15	-5%	-$1.55K	0.04%	130
2024 Q4	$30.2K	Hold	331	–	–	0.04%	128
2024 Q3	$32.4K	Sell	331 -2	-0.6%	-$172	0.04%	125
2024 Q2	$26K	Buy	333 +1	+0.3%	+$81	0.03%	126
2024 Q1	$30.4K	Sell	332 -62	-16%	-$5.77K	0.04%	121
2023 Q4	$37.9K	Buy	394 +334	+557%	+$32.5K	0.05%	122
2023 Q3	$5.5K	Sell	60 -5	-8%	-$491	0.01%	141
2023 Q2	$6.45K	Buy	65 +41	+171%	+$4.25K	0.01%	140
2023 Q1	$2.54K	Sell	24 -1	-4%	-$104	﹤0.01%	153
2022 Q4	$3K	Hold	25	–	–	0.01%	144
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	142
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	120
2022 Q1	$2K	Hold	25	–	–	﹤0.01%	125
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	126
2021 Q3	$3K	Sell	25 -2	-7%	-$234	﹤0.01%	125
2021 Q2	$3K	Hold	27	–	–	0.01%	129
2021 Q1	$3K	Hold	27	–	–	0.01%	115
2020 Q4	$3K	Hold	27	–	–	0.01%	104
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	102
2020 Q2	$2K	Hold	27	–	–	﹤0.01%	104
2020 Q1	$2K	Hold	27	–	–	﹤0.01%	100
2019 Q4	$2K	Buy	+27	New	+$2.3K	﹤0.01%	100

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Investment Research's SBUX Position: Q1 2026 in Review

Clear Investment Research opened a new position in Starbucks (SBUX) in Q1 2026: 413 shares worth $37K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in SBUX as recently as Q3 2025.

Clear Investment Research first reported a position in SBUX in Q4 2019 and has held it in 25 quarters since. The position peaked at $37.9K in Q4 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Clear Investment Research held 413 shares of Starbucks worth $37K as of Q1 2026.
Starbucks was a new Clear Investment Research position in Q1 2026.
Starbucks made up 0.06% of Clear Investment Research's portfolio in Q1 2026, its #121 holding.
Clear Investment Research first reported a position in Starbucks in Q4 2019 and has held it in 25 quarters since.
Clear Investment Research's Starbucks position peaked at $37.9K in Q4 2023.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.