GIM
SBUX icon

Goelzer Investment Management’s Starbucks SBUX Stock Holding History

Goelzer Investment 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 		$3.84M Sell
37,607
-1,872
-5% -$189K 0.17% 103
2026
Q1 		$3.54M Sell
39,479
-44
-0.1% -$4.16K 0.17% 108
2025
Q4 		$3.33M Sell
39,523
-771
-2% -$65K 0.15% 111
2025
Q3 		$3.41M Sell
40,294
-1,284
-3% -$115K 0.18% 110
2025
Q2 		$3.81M Sell
41,578
-363
-0.9% -$31.5K 0.21% 102
2025
Q1 		$4.11M Sell
41,941
-17,638
-30% -$1.82M 0.24% 93
2024
Q4 		$5.44M Sell
59,579
-1,936
-3% -$187K 0.32% 76
2024
Q3 		$6M Sell
61,515
-377
-0.6% -$32.3K 0.33% 69
2024
Q2 		$4.82M Buy
61,892
+17,159
+38% +$1.4M 0.27% 82
2024
Q1 		$4.09M Buy
+44,733
New +$4.16M 0.23% 99
2022
Q2 		– Sell
-2,701
Closed -$246K – 229
2022
Q1 		$246K Sell
2,701
-17,587
-87% -$1.66M 0.02% 205
2021
Q4 		$2.37M Sell
20,288
-824
-4% -$92.9K 0.19% 131
2021
Q3 		$2.33M Sell
21,112
-1,973
-9% -$231K 0.2% 132
2021
Q2 		$2.58M Sell
23,085
-19,547
-46% -$2.21M 0.21% 128
2021
Q1 		$4.66M Sell
42,632
-1,473
-3% -$155K 0.41% 77
2020
Q4 		$4.72M Sell
44,105
-1,788
-4% -$171K 0.43% 79
2020
Q3 		$3.94M Sell
45,893
-304
-0.7% -$24.2K 0.36% 89
2020
Q2 		$3.4M Buy
46,197
+20,890
+83% +$1.57M 0.33% 92
2020
Q1 		$1.66M Buy
+25,307
New +$2.05M 0.19% 131
2018
Q2 		– Sell
-31,711
Closed -$1.84M – 209
2018
Q1 		$1.84M Sell
31,711
-608
-2% -$35.1K 0.22% 138
2017
Q4 		$1.86M Sell
32,319
-410
-1% -$23.2K 0.21% 134
2017
Q3 		$1.76M Sell
32,729
-1,277
-4% -$70.8K 0.21% 135
2017
Q2 		$1.98M Sell
34,006
-742
-2% -$44.9K 0.24% 127
2017
Q1 		$2.03M Sell
34,748
-1,455
-4% -$82.3K 0.25% 127
2016
Q4 		$2.01M Sell
36,203
-8,035
-18% -$445K 0.26% 129
2016
Q3 		$2.4M Sell
44,238
-435
-1% -$24.3K 0.32% 122
2016
Q2 		$2.55M Buy
+44,673
New +$2.54M 0.35% 116

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

Goelzer Investment Management's SBUX Position: Q2 2026 in Review

Goelzer Investment Management reduced its Starbucks (SBUX) stake by 4.7% in Q2 2026, selling an estimated $189K and leaving 37,607 shares worth $3.84M. The position accounts for 0.17% of the portfolio, ranked #103.

Goelzer Investment Management first reported a position in SBUX in Q2 2016 and has held it in 27 quarters since. The position peaked at $6M in Q3 2024. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Goelzer Investment Management held 37,607 shares of Starbucks worth $3.84M as of Q2 2026.
  • Goelzer Investment Management sold 1,872 Starbucks shares in Q2 2026, an estimated $189K.
  • Starbucks made up 0.17% of Goelzer Investment Management's portfolio in Q2 2026, its #103 holding.
  • Goelzer Investment Management first reported a position in Starbucks in Q2 2016 and has held it in 27 quarters since.
  • Goelzer Investment Management's Starbucks position peaked at $6M in Q3 2024.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.