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Hohimer Wealth Management’s Starbucks SBUX Stock Holding History

Hohimer Wealth 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 		$4.23M Sell
41,437
-8,152
-16% -$821K 0.42% 65
2026
Q1 		$4.44M Buy
49,589
+6,275
+14% +$594K 0.52% 53
2025
Q4 		$3.65M Buy
43,314
+10,248
+31% +$864K 0.49% 66
2025
Q3 		$2.8M Buy
33,066
+27,164
+460% +$2.43M 0.39% 93
2025
Q2 		$541K Sell
5,902
-391
-6% -$33.9K 0.1% 151
2025
Q1 		$617K Buy
6,293
+150
+2% +$15.5K 0.12% 140
2024
Q4 		$561K Buy
6,143
+1,999
+48% +$193K 0.11% 139
2024
Q3 		$404K Hold
4,144
– – 0.09% 146
2024
Q2 		$323K Sell
4,144
-612
-13% -$49.8K 0.07% 182
2024
Q1 		$435K Buy
4,756
+544
+13% +$50.6K 0.1% 166
2023
Q4 		$404K Sell
4,212
-382
-8% -$37.2K 0.1% 162
2023
Q3 		$419K Hold
4,594
– – 0.12% 153
2023
Q2 		$455K Sell
4,594
-236
-5% -$24.5K 0.13% 152
2023
Q1 		$503K Buy
4,830
+513
+12% +$53.4K 0.15% 150
2022
Q4 		$428K Buy
4,317
+11
+0.3% +$1.04K 0.14% 121
2022
Q3 		$363K Hold
4,306
– – 0.12% 148
2022
Q2 		$329K Sell
4,306
-82
-2% -$6.3K 0.1% 158
2022
Q1 		$399K Sell
4,388
-215
-5% -$20.3K 0.08% 157
2021
Q4 		$538K Sell
4,603
-60
-1% -$6.76K 0.11% 141
2021
Q3 		$514K Buy
4,663
+140
+3% +$16.4K 0.11% 141
2021
Q2 		$506K Sell
4,523
-336
-7% -$38K 0.1% 145
2021
Q1 		$531K Sell
4,859
-683
-12% -$71.7K 0.13% 135
2020
Q4 		$593K Sell
5,542
-1,680
-23% -$160K 0.16% 135
2020
Q3 		$633K Buy
7,222
+1,319
+22% +$105K 0.18% 131
2020
Q2 		$434K Sell
5,903
-3,199
-35% -$240K 0.15% 152
2020
Q1 		$708K Buy
9,102
+442
+5% +$35.7K 0.3% 117
2019
Q4 		$761K Buy
+8,660
New +$738K 0.26% 140

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

Hohimer Wealth Management's SBUX Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Starbucks (SBUX) stake by 16% in Q2 2026, selling an estimated $821K and leaving 41,437 shares worth $4.23M. The position accounts for 0.42% of the portfolio, ranked #65.

Hohimer Wealth Management first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.44M in Q1 2026. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Hohimer Wealth Management held 41,437 shares of Starbucks worth $4.23M as of Q2 2026.
  • Hohimer Wealth Management sold 8,152 Starbucks shares in Q2 2026, an estimated $821K.
  • Starbucks made up 0.42% of Hohimer Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Hohimer Wealth Management first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's Starbucks position peaked at $4.44M in Q1 2026.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.