Hillsdale Investment Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $91.8K | Sell |
1,025
-310
| -23% | -$29.3K | ﹤0.01% | 584 |
|
|
2025
Q4 | $112K | Buy |
+1,335
| New | +$113K | ﹤0.01% | 514 |
|
|
2024
Q2 | – | Sell |
-3,419
| Closed | -$312K | – | 683 |
|
|
2024
Q1 | $312K | Buy |
3,419
+150
| +5% | +$14K | 0.02% | 350 |
|
|
2023
Q4 | $314K | Buy |
3,269
+180
| +6% | +$17.5K | 0.03% | 340 |
|
|
2023
Q3 | $282K | Buy |
3,089
+2,454
| +386% | +$241K | 0.03% | 334 |
|
|
2023
Q2 | $62.9K | Hold |
635
| – | – | 0.01% | 399 |
|
|
2023
Q1 | $66.1K | Sell |
635
-750
| -54% | -$78.1K | 0.01% | 489 |
|
|
2022
Q4 | $137K | Buy |
1,385
+1,060
| +326% | +$100K | 0.01% | 422 |
|
|
2022
Q3 | $27K | Buy |
+325
| New | +$27.6K | ﹤0.01% | 476 |
|
|
2022
Q2 | – | Sell |
-1,168
| Closed | -$106K | – | 611 |
|
|
2022
Q1 | $106K | Buy |
1,168
+589
| +102% | +$55.6K | 0.01% | 433 |
|
|
2021
Q4 | $68K | Sell |
579
-506
| -47% | -$57K | ﹤0.01% | 469 |
|
|
2021
Q3 | $120K | Buy |
1,085
+635
| +141% | +$74.3K | 0.01% | 427 |
|
|
2021
Q2 | $50K | Buy |
+450
| New | +$50.9K | ﹤0.01% | 466 |
|
|
2021
Q1 | – | Sell |
-520
| Closed | -$56K | – | 663 |
|
|
2020
Q4 | $56K | Hold |
520
| – | – | 0.01% | 431 |
|
|
2020
Q3 | $45K | Hold |
520
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $38K | Buy |
+520
| New | +$39.1K | ﹤0.01% | 444 |
|
|
2020
Q1 | – | Sell |
-1,310
| Closed | -$115K | – | 664 |
|
|
2019
Q4 | $115K | Sell |
1,310
-5,380
| -80% | -$459K | 0.01% | 414 |
|
|
2019
Q3 | $591K | Sell |
6,690
-1,610
| -19% | -$149K | 0.05% | 300 |
|
|
2019
Q2 | $695K | Sell |
8,300
-30
| -0.4% | -$2.35K | 0.07% | 272 |
|
|
2019
Q1 | $619K | Buy |
8,330
+8,230
| +8,230% | +$566K | 0.06% | 216 |
|
|
2018
Q4 | $6K | Buy |
+100
| New | +$6.26K | ﹤0.01% | 489 |
|
|
2017
Q2 | – | Sell |
-1,050
| Closed | -$62K | – | 524 |
|
|
2017
Q1 | $62K | Hold |
1,050
| – | – | 0.01% | 302 |
|
|
2016
Q4 | $58K | Sell |
1,050
-5,800
| -85% | -$321K | 0.01% | 308 |
|
|
2016
Q3 | $371K | Hold |
6,850
| – | – | 0.1% | 210 |
|
|
2016
Q2 | $392K | Sell |
6,850
-500
| -7% | -$28.4K | 0.11% | 173 |
|
|
2016
Q1 | $439K | Sell |
7,350
-1,090
| -13% | -$63.5K | 0.15% | 116 |
|
|
2015
Q4 | $507K | Hold |
8,440
| – | – | 0.19% | 75 |
|
|
2015
Q3 | $480K | Hold |
8,440
| – | – | 0.16% | 103 |
|
|
2015
Q2 | $452K | Buy |
+8,440
| New | +$428K | 0.14% | 134 |
|
|
2014
Q1 | – | Sell |
-5,200
| Closed | -$204K | – | 572 |
|
|
2013
Q4 | $204K | Buy |
5,200
+3,200
| +160% | +$127K | 0.06% | 303 |
|
|
2013
Q3 | $77K | Buy |
+2,000
| New | +$71.9K | 0.02% | 376 |
|
Other funds holding SBUX
VCM
VPM
Hillsdale Investment Management's SBUX Position: Q1 2026 in Review
Hillsdale Investment Management reduced its Starbucks (SBUX) stake by 23% in Q1 2026, selling an estimated $29.3K and leaving 1,025 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #584.
Hillsdale Investment Management first reported a position in SBUX in Q3 2013 and has held it in 31 quarters since. The position peaked at $695K in Q2 2019. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Hillsdale Investment Management held 1,025 shares of Starbucks worth $91.8K as of Q1 2026.
- Hillsdale Investment Management sold 310 Starbucks shares in Q1 2026, an estimated $29.3K.
- Starbucks made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #584 holding.
- Hillsdale Investment Management first reported a position in Starbucks in Q3 2013 and has held it in 31 quarters since.
- Hillsdale Investment Management's Starbucks position peaked at $695K in Q2 2019.
- 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.