Fulcrum Capital’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $460K | Hold |
4,498
| – | – | 0.09% | 68 |
|
|
2026
Q1 | $403K | Sell |
4,498
-650
| -13% | -$61.5K | 0.09% | 75 |
|
|
2025
Q4 | $434K | Sell |
5,148
-800
| -13% | -$67.5K | 0.09% | 68 |
|
|
2025
Q3 | $503K | Sell |
5,948
-74
| -1% | -$6.62K | 0.1% | 63 |
|
|
2025
Q2 | $552K | Hold |
6,022
| – | – | 0.12% | 60 |
|
|
2025
Q1 | $591K | Buy |
+6,022
| New | +$623K | 0.13% | 56 |
|
|
2024
Q2 | – | Sell |
-2,284
| Closed | -$209K | – | 117 |
|
|
2024
Q1 | $209K | Sell |
2,284
-3,500
| -61% | -$326K | 0.05% | 114 |
|
|
2023
Q4 | $555K | Sell |
5,784
-200
| -3% | -$19.5K | 0.14% | 57 |
|
|
2023
Q3 | $546K | Sell |
5,984
-300
| -5% | -$29.4K | 0.16% | 58 |
|
|
2023
Q2 | $622K | Sell |
6,284
-1,650
| -21% | -$171K | 0.16% | 58 |
|
|
2023
Q1 | $826K | Buy |
7,934
+2,525
| +47% | +$263K | 0.22% | 52 |
|
|
2022
Q4 | $537K | Sell |
5,409
-6,199
| -53% | -$585K | 0.16% | 64 |
|
|
2022
Q3 | $978K | Sell |
11,608
-618
| -5% | -$52.5K | 0.29% | 51 |
|
|
2022
Q2 | $934K | Sell |
12,226
-82,260
| -87% | -$6.32M | 0.29% | 47 |
|
|
2022
Q1 | $8.6M | Buy |
94,486
+4,188
| +5% | +$395K | 2.3% | 16 |
|
|
2021
Q4 | $10.6M | Buy |
90,298
+4,566
| +5% | +$515K | 2.29% | 14 |
|
|
2021
Q3 | $9.46M | Buy |
85,732
+1,411
| +2% | +$165K | 2.26% | 13 |
|
|
2021
Q2 | $9.43M | Buy |
84,321
+4,947
| +6% | +$559K | 2.37% | 12 |
|
|
2021
Q1 | $8.67M | Sell |
79,374
-2,330
| -3% | -$245K | 2.49% | 11 |
|
|
2020
Q4 | $8.74M | Buy |
81,704
+3,042
| +4% | +$290K | 2.61% | 12 |
|
|
2020
Q3 | $6.76M | Sell |
78,662
-3,626
| -4% | -$289K | 2.44% | 13 |
|
|
2020
Q2 | $6.06M | Sell |
82,288
-2,822
| -3% | -$212K | 2.3% | 21 |
|
|
2020
Q1 | $5.59M | Buy |
85,110
+181
| +0.2% | +$14.6K | 2.54% | 21 |
|
|
2019
Q4 | $7.47M | Buy |
84,929
+2,357
| +3% | +$201K | 2.31% | 14 |
|
|
2019
Q3 | $7.3M | Sell |
82,572
-4,444
| -5% | -$412K | 2.49% | 11 |
|
|
2019
Q2 | $7.29M | Buy |
87,016
+98
| +0.1% | +$7.68K | 2.67% | 11 |
|
|
2019
Q1 | $6.46M | Buy |
86,918
+2,010
| +2% | +$138K | 2.44% | 14 |
|
|
2018
Q4 | $5.47M | Buy |
84,908
+822
| +1% | +$51.5K | 2.46% | 15 |
|
|
2018
Q3 | $4.78M | Buy |
84,086
+582
| +0.7% | +$30.8K | 1.86% | 23 |
|
|
2018
Q2 | $4.08M | Sell |
83,504
-8,887
| -10% | -$504K | 1.95% | 19 |
|
|
2018
Q1 | $5.35M | Sell |
92,391
-3,935
| -4% | -$227K | 1.74% | 21 |
|
|
2017
Q4 | $5.53M | Buy |
+96,326
| New | +$5.45M | 1.79% | 20 |
|
Other funds holding SBUX
Fulcrum Capital's SBUX Position: Q2 2026 in Review
Fulcrum Capital held its Starbucks (SBUX) position steady in Q2 2026 at 4,498 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #68.
Fulcrum Capital first reported a position in SBUX in Q4 2017 and has held it in 32 quarters since. The position peaked at $10.6M in Q4 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Fulcrum Capital held 4,498 shares of Starbucks worth $460K as of Q2 2026.
- Fulcrum Capital left its Starbucks share count unchanged in Q2 2026.
- Starbucks made up 0.09% of Fulcrum Capital's portfolio in Q2 2026, its #68 holding.
- Fulcrum Capital first reported a position in Starbucks in Q4 2017 and has held it in 32 quarters since.
- Fulcrum Capital's Starbucks position peaked at $10.6M in Q4 2021.
- 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.