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Fortis Capital Management’s Starbucks SBUX Stock Holding History

Fortis Capital 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 		$813K Buy
7,959
+505
+7% +$50.9K 0.09% 105
2026
Q1 		$668K Buy
7,454
+2,140
+40% +$202K 0.07% 113
2025
Q4 		$448K Buy
5,314
+338
+7% +$28.5K 0.06% 129
2025
Q3 		$421K Buy
4,976
+184
+4% +$16.5K 0.06% 122
2025
Q2 		$439K Buy
+4,792
New +$415K 0.07% 112
2022
Q3 		– Sell
-9,421
Closed -$720K – 88
2022
Q2 		$720K Buy
9,421
+53
+0.6% +$4.07K 0.71% 43
2022
Q1 		$852K Buy
9,368
+794
+9% +$74.9K 0.44% 51
2021
Q4 		$1M Buy
8,574
+433
+5% +$48.8K 0.52% 42
2021
Q3 		$898K Buy
8,141
+1,362
+20% +$159K 0.48% 74
2021
Q2 		$758K Buy
6,779
+2,369
+54% +$268K 0.39% 76
2021
Q1 		$482K Buy
4,410
+1,386
+46% +$146K 0.28% 80
2020
Q4 		$324K Buy
3,024
+581
+24% +$55.5K 0.25% 63
2020
Q3 		$210K Buy
+2,443
New +$195K 0.17% 77

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

Fortis Capital Management's SBUX Position: Q2 2026 in Review

Fortis Capital Management increased its Starbucks (SBUX) stake by 6.8% in Q2 2026, buying an estimated $50.9K and bringing the position to 7,959 shares worth $813K. The position accounts for 0.09% of the portfolio, ranked #105.

Fortis Capital Management first reported a position in SBUX in Q3 2020 and has held it in 13 quarters since. The position peaked at $1M in Q4 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Fortis Capital Management held 7,959 shares of Starbucks worth $813K as of Q2 2026.
  • Fortis Capital Management bought 505 Starbucks shares in Q2 2026, an estimated $50.9K.
  • Starbucks made up 0.09% of Fortis Capital Management's portfolio in Q2 2026, its #105 holding.
  • Fortis Capital Management first reported a position in Starbucks in Q3 2020 and has held it in 13 quarters since.
  • Fortis Capital Management's Starbucks position peaked at $1M in Q4 2021.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.