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Ipswich Investment Management’s Starbucks SBUX Stock Holding History

Ipswich 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 		$304K Hold
2,972
– – 0.06% 154
2026
Q1 		$266K Hold
2,972
– – 0.06% 162
2025
Q4 		$250K Sell
2,972
-250
-8% -$21.1K 0.06% 163
2025
Q3 		$273K Sell
3,222
-250
-7% -$22.4K 0.06% 154
2025
Q2 		$318K Hold
3,472
– – 0.08% 148
2025
Q1 		$341K Hold
3,472
– – 0.08% 140
2024
Q4 		$317K Hold
3,472
– – 0.08% 147
2024
Q3 		$338K Buy
3,472
+104
+3% +$8.92K 0.08% 147
2024
Q2 		$262K Buy
3,368
+4
+0.1% +$326 0.06% 168
2024
Q1 		$307K Sell
3,364
-298
-8% -$27.7K 0.07% 159
2023
Q4 		$352K Hold
3,662
– – 0.09% 144
2023
Q3 		$334K Hold
3,662
– – 0.09% 142
2023
Q2 		$363K Sell
3,662
-45
-1% -$4.67K 0.1% 143
2023
Q1 		$386K Sell
3,707
-150
-4% -$15.6K 0.11% 137
2022
Q4 		$383K Hold
3,857
– – 0.11% 137
2022
Q3 		$325K Hold
3,857
– – 0.1% 141
2022
Q2 		$295K Sell
3,857
-330
-8% -$25.3K 0.08% 151
2022
Q1 		$381K Buy
4,187
+70
+2% +$6.61K 0.09% 142
2021
Q4 		$482K Buy
4,117
+50
+1% +$5.64K 0.11% 130
2021
Q3 		$449K Buy
4,067
+245
+6% +$28.7K 0.11% 134
2021
Q2 		$427K Buy
3,822
+32
+0.8% +$3.62K 0.11% 139
2021
Q1 		$414K Buy
3,790
+100
+3% +$10.5K 0.12% 134
2020
Q4 		$395K Sell
3,690
-4,032
-52% -$385K 0.12% 128
2020
Q3 		$663K Buy
7,722
+250
+3% +$19.9K 0.21% 100
2020
Q2 		$550K Sell
7,472
-3,314
-31% -$249K 0.19% 106
2020
Q1 		$709K Hold
10,786
– – 0.28% 82
2019
Q4 		$948K Buy
10,786
+50
+0.5% +$4.26K 0.28% 84
2019
Q3 		$949K Buy
10,736
+265
+3% +$24.6K 0.3% 77
2019
Q2 		$878K Buy
10,471
+615
+6% +$48.2K 0.28% 84
2019
Q1 		$733K Buy
9,856
+100
+1% +$6.87K 0.24% 88
2018
Q4 		$628K Sell
9,756
-500
-5% -$31.3K 0.23% 87
2018
Q3 		$583K Sell
10,256
-592
-5% -$31.3K 0.2% 100
2018
Q2 		$530K Sell
10,848
-500
-4% -$28.4K 0.24% 72
2018
Q1 		$657K Sell
11,348
-83
-0.7% -$4.8K 0.28% 85
2017
Q4 		$656K Sell
11,431
-5,390
-32% -$305K 0.28% 84
2017
Q3 		$903K Sell
16,821
-6,800
-29% -$377K 0.41% 66
2017
Q2 		$1.38M Sell
23,621
-4,680
-17% -$283K 0.65% 48
2017
Q1 		$1.65M Sell
28,301
-4,045
-13% -$229K 0.72% 43
2016
Q4 		$1.8M Sell
32,346
-19,440
-38% -$1.08M 0.81% 43
2016
Q3 		$2.8M Buy
51,786
+2,790
+6% +$156K 1.37% 26
2016
Q2 		$2.8M Buy
48,996
+401
+0.8% +$22.8K 1.38% 25
2016
Q1 		$2.75M Buy
48,595
+32,225
+197% +$1.88M 1.31% 24
2015
Q4 		$983K Sell
16,370
-100
-0.6% -$6.09K 0.44% 58
2015
Q3 		$936K Buy
16,470
+250
+2% +$14K 0.45% 59
2015
Q2 		$870K Hold
16,220
– – 0.39% 64
2015
Q1 		$768K Hold
16,220
– – 0.34% 68
2014
Q4 		$665K Buy
16,220
+1,200
+8% +$46.9K 0.28% 73
2014
Q3 		$567K Buy
15,020
+100
+0.7% +$3.87K 0.24% 71
2014
Q2 		$577K Buy
14,920
+1,200
+9% +$43.6K 0.22% 78
2014
Q1 		$503K Sell
13,720
-1,200
-8% -$44.4K 0.22% 76
2013
Q4 		$585K Buy
14,920
+100
+0.7% +$3.96K 0.24% 80
2013
Q3 		$570K Buy
14,820
+400
+3% +$14.4K 0.26% 79
2013
Q2 		$472K Buy
+14,420
New +$448K 0.2% 92

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

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

Ipswich Investment Management held its Starbucks (SBUX) position steady in Q2 2026 at 2,972 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #154.

Ipswich Investment Management first reported a position in SBUX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.8M in Q3 2016. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Ipswich Investment Management held 2,972 shares of Starbucks worth $304K as of Q2 2026.
  • Ipswich Investment Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.06% of Ipswich Investment Management's portfolio in Q2 2026, its #154 holding.
  • Ipswich Investment Management first reported a position in Starbucks in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's Starbucks position peaked at $2.8M in Q3 2016.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.