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Investment House LLC’s Starbucks SBUX Stock Holding History

Investment House LLC’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 		$695K Buy
6,800
+150
+2% +$15.1K 0.03% 166
2026
Q1 		$596K Hold
6,650
– – 0.03% 165
2025
Q4 		$560K Sell
6,650
-1,740
-21% -$147K 0.03% 165
2025
Q3 		$710K Sell
8,390
-2,620
-24% -$235K 0.03% 162
2025
Q2 		$1.01M Sell
11,010
-500
-4% -$43.3K 0.05% 139
2025
Q1 		$1.13M Hold
11,510
– – 0.06% 138
2024
Q4 		$1.05M Sell
11,510
-670
-6% -$64.8K 0.06% 131
2024
Q3 		$1.19M Buy
12,180
+340
+3% +$29.2K 0.06% 141
2024
Q2 		$922K Buy
11,840
+1,850
+19% +$151K 0.05% 133
2024
Q1 		$913K Buy
9,990
+1,458
+17% +$136K 0.05% 129
2023
Q4 		$819K Buy
8,532
+307
+4% +$29.9K 0.06% 127
2023
Q3 		$751K Sell
8,225
-25
-0.3% -$2.45K 0.06% 129
2023
Q2 		$817K Sell
8,250
-100
-1% -$10.4K 0.06% 127
2023
Q1 		$869K Hold
8,350
– – 0.07% 122
2022
Q4 		$828K Buy
8,350
+60
+0.7% +$5.66K 0.08% 106
2022
Q3 		$699K Buy
8,290
+20
+0.2% +$1.7K 0.07% 120
2022
Q2 		$632K Hold
8,270
– – 0.06% 118
2022
Q1 		$752K Buy
8,270
+400
+5% +$37.7K 0.05% 117
2021
Q4 		$921K Hold
7,870
– – 0.06% 116
2021
Q3 		$868K Sell
7,870
-5
-0.1% -$585 0.06% 121
2021
Q2 		$880K Sell
7,875
-100
-1% -$11.3K 0.06% 126
2021
Q1 		$871K Sell
7,975
-2,675
-25% -$281K 0.07% 121
2020
Q4 		$1.14M Hold
10,650
– – 0.08% 120
2020
Q3 		$915K Hold
10,650
– – 0.07% 118
2020
Q2 		$784K Buy
10,650
+150
+1% +$11.3K 0.07% 118
2020
Q1 		$690K Sell
10,500
-600
-5% -$48.5K 0.08% 115
2019
Q4 		$976K Sell
11,100
-600
-5% -$51.2K 0.09% 122
2019
Q3 		$1.03M Buy
11,700
+175
+2% +$16.2K 0.1% 109
2019
Q2 		$966K Buy
11,525
+600
+5% +$47.1K 0.1% 104
2019
Q1 		$812K Hold
10,925
– – 0.09% 124
2018
Q4 		$704K Hold
10,925
– – 0.09% 114
2018
Q3 		$621K Hold
10,925
– – 0.07% 128
2018
Q2 		$534K Hold
10,925
– – 0.06% 133
2018
Q1 		$632K Sell
10,925
-100
-0.9% -$5.78K 0.08% 128
2017
Q4 		$633K Hold
11,025
– – 0.08% 127
2017
Q3 		$592K Buy
11,025
+250
+2% +$13.9K 0.08% 127
2017
Q2 		$628K Buy
10,775
+175
+2% +$10.6K 0.08% 128
2017
Q1 		$619K Buy
10,600
+600
+6% +$34K 0.09% 128
2016
Q4 		$555K Buy
10,000
+100
+1% +$5.54K 0.08% 125
2016
Q3 		$536K Hold
9,900
– – 0.08% 135
2016
Q2 		$565K Hold
9,900
– – 0.09% 129
2016
Q1 		$591K Buy
9,900
+200
+2% +$11.6K 0.09% 124
2015
Q4 		$582K Buy
9,700
+100
+1% +$6.09K 0.09% 119
2015
Q3 		$546K Hold
9,600
– – 0.1% 119
2015
Q2 		$514K Sell
9,600
-50
-0.5% -$2.54K 0.08% 127
2015
Q1 		$456K Hold
9,650
– – 0.07% 127
2014
Q4 		$396K Buy
9,650
+300
+3% +$11.7K 0.06% 133
2014
Q3 		$353K Hold
9,350
– – 0.06% 132
2014
Q2 		$362K Buy
9,350
+800
+9% +$29.1K 0.06% 128
2014
Q1 		$313K Hold
8,550
– – 0.06% 130
2013
Q4 		$335K Hold
8,550
– – 0.06% 127
2013
Q3 		$329K Hold
8,550
– – 0.07% 122
2013
Q2 		$280K Buy
+8,550
New +$266K 0.06% 124

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Investment House LLC's SBUX Position: Q2 2026 in Review

Investment House LLC increased its Starbucks (SBUX) stake by 2.3% in Q2 2026, buying an estimated $15.1K and bringing the position to 6,800 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #166.

Investment House LLC first reported a position in SBUX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.19M in Q3 2024. 1,122 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Investment House LLC held 6,800 shares of Starbucks worth $695K as of Q2 2026.
  • Investment House LLC bought 150 Starbucks shares in Q2 2026, an estimated $15.1K.
  • Starbucks made up 0.03% of Investment House LLC's portfolio in Q2 2026, its #166 holding.
  • Investment House LLC first reported a position in Starbucks in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Starbucks position peaked at $1.19M in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.