Halbert Hargrove Global Advisors’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 | $993 | Buy |
+10
| New | +$1.01K | ﹤0.01% | 443 |
|
|
2025
Q4 | – | Sell |
-44
| Closed | -$3.72K | – | 684 |
|
|
2025
Q3 | $3.72K | Buy |
+44
| New | +$3.94K | ﹤0.01% | 462 |
|
|
2025
Q2 | – | Sell |
-53
| Closed | -$5.18K | – | 588 |
|
|
2025
Q1 | $5.18K | Buy |
+53
| New | +$5.48K | ﹤0.01% | 306 |
|
|
2023
Q2 | – | Sell |
-3,592
| Closed | -$374K | – | 158 |
|
|
2023
Q1 | $374K | Sell |
3,592
-15
| -0.4% | -$1.56K | 0.03% | 93 |
|
|
2022
Q4 | $358K | Buy |
3,607
+67
| +2% | +$6.32K | 0.03% | 94 |
|
|
2022
Q3 | $298K | Buy |
3,540
+287
| +9% | +$24.4K | 0.02% | 107 |
|
|
2022
Q2 | $248K | Sell |
3,253
-486
| -13% | -$37.3K | 0.02% | 131 |
|
|
2022
Q1 | $340K | Buy |
3,739
+359
| +11% | +$33.9K | 0.02% | 100 |
|
|
2021
Q4 | $395K | Sell |
3,380
-64
| -2% | -$7.22K | 0.03% | 91 |
|
|
2021
Q3 | $380K | Buy |
3,444
+35
| +1% | +$4.1K | 0.03% | 81 |
|
|
2021
Q2 | $381K | Buy |
3,409
+146
| +4% | +$16.5K | 0.03% | 84 |
|
|
2021
Q1 | $357K | Buy |
3,263
+91
| +3% | +$9.55K | 0.03% | 81 |
|
|
2020
Q4 | $340K | Buy |
3,172
+145
| +5% | +$13.8K | 0.03% | 71 |
|
|
2020
Q3 | $260K | Buy |
3,027
+114
| +4% | +$9.09K | 0.03% | 77 |
|
|
2020
Q2 | $214K | Buy |
+2,913
| New | +$219K | 0.03% | 81 |
|
|
2020
Q1 | – | Sell |
-2,847
| Closed | -$250K | – | 97 |
|
|
2019
Q4 | $250K | Sell |
2,847
-74
| -3% | -$6.31K | 0.06% | 64 |
|
|
2019
Q3 | $259K | Sell |
2,921
-114
| -4% | -$10.6K | 0.07% | 67 |
|
|
2019
Q2 | $254K | Buy |
+3,035
| New | +$238K | 0.07% | 65 |
|
|
2017
Q4 | – | Sell |
-9,466
| Closed | -$508K | – | 74 |
|
|
2017
Q3 | $508K | Sell |
9,466
-174
| -2% | -$9.64K | 0.14% | 26 |
|
|
2017
Q2 | $562K | Buy |
9,640
+5,573
| +137% | +$337K | 0.15% | 25 |
|
|
2017
Q1 | $237K | Sell |
4,067
-471
| -10% | -$26.7K | 0.06% | 72 |
|
|
2016
Q4 | $252K | Buy |
4,538
+362
| +9% | +$20.1K | 0.07% | 61 |
|
|
2016
Q3 | $226K | Sell |
4,176
-329
| -7% | -$18.4K | 0.06% | 60 |
|
|
2016
Q2 | $257K | Sell |
4,505
-37
| -0.8% | -$2.1K | 0.07% | 59 |
|
|
2016
Q1 | $271K | Sell |
4,542
-1,024
| -18% | -$59.6K | 0.1% | 55 |
|
|
2015
Q4 | $334K | Sell |
5,566
-1,146
| -17% | -$69.8K | 0.14% | 55 |
|
|
2015
Q3 | $382K | Sell |
6,712
-9,060
| -57% | -$508K | 0.19% | 38 |
|
|
2015
Q2 | $846K | Sell |
15,772
-3,144
| -17% | -$160K | 0.21% | 37 |
|
|
2015
Q1 | $896K | Buy |
18,916
+7,860
| +71% | +$353K | 0.29% | 36 |
|
|
2014
Q4 | $454K | Sell |
11,056
-814
| -7% | -$31.8K | 0.23% | 45 |
|
|
2014
Q3 | $448K | Sell |
11,870
-3,668
| -24% | -$142K | 0.12% | 61 |
|
|
2014
Q2 | $601K | Buy |
15,538
+900
| +6% | +$32.7K | 0.18% | 32 |
|
|
2014
Q1 | $537K | Buy |
14,638
+7,072
| +93% | +$262K | 0.17% | 35 |
|
|
2013
Q4 | $297K | Sell |
7,566
-5,326
| -41% | -$211K | 0.09% | 92 |
|
|
2013
Q3 | $496K | Sell |
12,892
-3,014
| -19% | -$108K | 0.16% | 42 |
|
|
2013
Q2 | $521K | Buy |
+15,906
| New | +$494K | 0.19% | 42 |
|
Other funds holding SBUX
LWCFA
SL
Halbert Hargrove Global Advisors's SBUX Position: Q2 2026 in Review
Halbert Hargrove Global Advisors opened a new position in Starbucks (SBUX) in Q2 2026: 10 shares worth $993. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SBUX as recently as Q3 2025.
Halbert Hargrove Global Advisors first reported a position in SBUX in Q2 2013 and has held it in 36 quarters since. The position peaked at $896K in Q1 2015. 1,057 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Halbert Hargrove Global Advisors held 10 shares of Starbucks worth $993 as of Q2 2026.
- Starbucks was a new Halbert Hargrove Global Advisors position in Q2 2026.
- Starbucks made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #443 holding.
- Halbert Hargrove Global Advisors first reported a position in Starbucks in Q2 2013 and has held it in 36 quarters since.
- Halbert Hargrove Global Advisors's Starbucks position peaked at $896K in Q1 2015.
- 1,057 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.