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Edgestream Partners’s Starbucks SBUX Stock Holding History

Edgestream Partners’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 		$1.34M Buy
+13,099
New +$1.32M 0.04% 613
2025
Q4 		– Sell
-24,848
Closed -$2.1M – 1118
2025
Q3 		$2.1M Buy
24,848
+22,411
+920% +$2.01M 0.06% 520
2025
Q2 		$223K Buy
+2,437
New +$211K 0.01% 816
2023
Q4 		– Sell
-3,368
Closed -$307K – 1039
2023
Q3 		$307K Buy
+3,368
New +$331K 0.02% 706
2023
Q1 		– Sell
-5,762
Closed -$572K – 632
2022
Q4 		$572K Sell
5,762
-36,304
-86% -$3.43M 0.06% 344
2022
Q3 		$3.54M Buy
+42,066
New +$3.57M 0.27% 132
2021
Q4 		– Sell
-3,497
Closed -$386K – 571
2021
Q3 		$386K Sell
3,497
-24,833
-88% -$2.91M 0.02% 411
2021
Q2 		$3.17M Buy
28,330
+23,944
+546% +$2.71M 0.19% 178
2021
Q1 		$479K Buy
+4,386
New +$461K 0.03% 328
2020
Q3 		– Sell
-96,125
Closed -$7.07M – 350
2020
Q2 		$7.07M Sell
96,125
-25,871
-21% -$1.94M 0.37% 77
2020
Q1 		$8.02M Sell
121,996
-137,413
-53% -$11.1M 0.74% 37
2019
Q4 		$22.8M Buy
259,409
+193,714
+295% +$16.5M 1.18% 19
2019
Q3 		$5.81M Buy
+65,695
New +$6.09M 0.56% 63
2019
Q2 		– Sell
-89,792
Closed -$6.67M – 280
2019
Q1 		$6.67M Buy
+89,792
New +$6.17M 0.98% 34
2018
Q4 		– Sell
-4,271
Closed -$243K – 287
2018
Q3 		$243K Sell
4,271
-883
-17% -$46.7K 0.04% 234
2018
Q2 		$252K Buy
+5,154
New +$293K 0.05% 232
2014
Q2 		– Sell
-115,912
Closed -$4.25M – 91
2014
Q1 		$4.25M Buy
115,912
+102,756
+781% +$3.8M 4.53% 7
2013
Q4 		$516K Buy
+13,156
New +$520K 1.11% 23

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

Edgestream Partners's SBUX Position: Q2 2026 in Review

Edgestream Partners opened a new position in Starbucks (SBUX) in Q2 2026: 13,099 shares worth $1.34M. The stake represents 0.04% of the portfolio and ranks #613 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SBUX as recently as Q3 2025.

Edgestream Partners first reported a position in SBUX in Q4 2013 and has held it in 18 quarters since. The position peaked at $22.8M in Q4 2019. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Edgestream Partners held 13,099 shares of Starbucks worth $1.34M as of Q2 2026.
  • Starbucks was a new Edgestream Partners position in Q2 2026.
  • Starbucks made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #613 holding.
  • Edgestream Partners first reported a position in Starbucks in Q4 2013 and has held it in 18 quarters since.
  • Edgestream Partners's Starbucks position peaked at $22.8M in Q4 2019.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.