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Joel Isaacson & Co’s Starbucks SBUX Stock Holding History

Joel Isaacson & Co’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
Q1 		$1.05M Buy
11,716
+1,285
+12% +$122K 0.03% 185
2025
Q4 		$878K Buy
10,431
+434
+4% +$36.6K 0.03% 204
2025
Q3 		$846K Buy
9,997
+664
+7% +$59.4K 0.03% 195
2025
Q2 		$855K Buy
9,333
+890
+11% +$77.1K 0.03% 182
2025
Q1 		$828K Buy
8,443
+317
+4% +$32.8K 0.04% 176
2024
Q4 		$741K Buy
8,126
+329
+4% +$31.8K 0.03% 184
2024
Q3 		$760K Sell
7,797
-1,332
-15% -$114K 0.04% 166
2024
Q2 		$711K Sell
9,129
-579
-6% -$47.2K 0.04% 163
2024
Q1 		$887K Buy
9,708
+136
+1% +$12.7K 0.05% 145
2023
Q4 		$919K Buy
9,572
+114
+1% +$11.1K 0.06% 131
2023
Q3 		$863K Buy
9,458
+1,229
+15% +$121K 0.06% 131
2023
Q2 		$815K Buy
8,229
+14
+0.2% +$1.45K 0.05% 138
2023
Q1 		$855K Buy
8,215
+14
+0.2% +$1.46K 0.06% 130
2022
Q4 		$814K Buy
8,201
+1,193
+17% +$113K 0.06% 132
2022
Q3 		$591K Buy
7,008
+586
+9% +$49.8K 0.05% 143
2022
Q2 		$491K Sell
6,422
-298
-4% -$22.9K 0.04% 166
2022
Q1 		$535K Buy
6,720
+12
+0.2% +$1.13K 0.04% 172
2021
Q4 		$785K Buy
6,708
+1,862
+38% +$210K 0.05% 145
2021
Q3 		$535K Buy
4,846
+18
+0.4% +$2.11K 0.04% 173
2021
Q2 		$540K Buy
4,828
+1,009
+26% +$114K 0.04% 167
2021
Q1 		$417K Buy
3,819
+117
+3% +$12.3K 0.04% 177
2020
Q4 		$396K Sell
3,702
-20
-0.5% -$1.91K 0.04% 168
2020
Q3 		$320K Sell
3,722
-56
-1% -$4.47K 0.04% 171
2020
Q2 		$278K Buy
3,778
+44
+1% +$3.31K 0.04% 170
2020
Q1 		$245K Buy
3,734
+467
+14% +$37.8K 0.04% 153
2019
Q4 		$287K Sell
3,267
-1
-0% -$85 0.04% 172
2019
Q3 		$289K Sell
3,268
-164
-5% -$15.2K 0.04% 164
2019
Q2 		$288K Sell
3,432
-24
-0.7% -$1.88K 0.04% 165
2019
Q1 		$257K Sell
3,456
-1
-0% -$69 0.04% 181
2018
Q4 		$220K Buy
+3,457
New +$216K 0.03% 208
2017
Q4 		– Sell
-3,929
Closed -$211K – 196
2017
Q3 		$211K Sell
3,929
-1,694
-30% -$93.9K 0.04% 175
2017
Q2 		$328K Buy
5,623
+10
+0.2% +$605 0.06% 135
2017
Q1 		$328K Buy
5,613
+11
+0.2% +$622 0.06% 129
2016
Q4 		$311K Buy
5,602
+11
+0.2% +$609 0.06% 124
2016
Q3 		$303K Buy
5,591
+9
+0.2% +$503 0.06% 134
2016
Q2 		$319K Buy
5,582
+9
+0.2% +$512 0.07% 129
2016
Q1 		$333K Buy
5,573
+9
+0.2% +$524 0.07% 129
2015
Q4 		$334K Buy
5,564
+833
+18% +$50.7K 0.08% 116
2015
Q3 		$269K Sell
4,731
-321
-6% -$18K 0.07% 121
2015
Q2 		$271K Buy
5,052
+210
+4% +$10.7K 0.07% 133
2015
Q1 		$229K Buy
4,842
+60
+1% +$2.7K 0.06% 149
2014
Q4 		$196K Buy
4,782
+72
+2% +$2.81K 0.05% 148
2014
Q3 		$178K Buy
4,710
+6
+0.1% +$232 0.05% 135
2014
Q2 		$182K Hold
4,704
– – 0.06% 136
2014
Q1 		$173K Hold
4,704
– – 0.06% 133
2013
Q4 		$184K Hold
4,704
– – 0.07% 122
2013
Q3 		$181K Buy
4,704
+2,000
+74% +$71.9K 0.07% 113
2013
Q2 		$89K Buy
+2,704
New +$84K 0.04% 157

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joel Isaacson & Co's SBUX Position: Q1 2026 in Review

Joel Isaacson & Co increased its Starbucks (SBUX) stake by 12% in Q1 2026, buying an estimated $122K and bringing the position to 11,716 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #185.

Joel Isaacson & Co first reported a position in SBUX in Q2 2013 and has held it in 48 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Joel Isaacson & Co held 11,716 shares of Starbucks worth $1.05M as of Q1 2026.
  • Joel Isaacson & Co bought 1,285 Starbucks shares in Q1 2026, an estimated $122K.
  • Starbucks made up 0.03% of Joel Isaacson & Co's portfolio in Q1 2026, its #185 holding.
  • Joel Isaacson & Co first reported a position in Starbucks in Q2 2013 and has held it in 48 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.