KLCM Advisors
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KLCM Advisors’s Starbucks SBUX Stock Holding History

KLCM Advisors’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
Q3 		$648K Sell
6,899
-78
-1% -$8.05K 0.05% 157
2026
Q2 		$713K Buy
6,977
+11
+0.2% +$1.11K 0.06% 153
2026
Q1 		$624K Buy
6,966
+3,542
+103% +$335K 0.05% 150
2025
Q4 		$288K Buy
3,424
+220
+7% +$18.6K 0.02% 195
2025
Q3 		$271K Buy
3,204
+38
+1% +$3.4K 0.03% 144
2025
Q2 		$290K Sell
3,166
-52
-2% -$4.51K 0.03% 142
2025
Q1 		$316K Hold
3,218
– – 0.04% 134
2024
Q4 		$294K Buy
+3,218
New +$311K 0.03% 134
2023
Q2 		– Sell
-1,935
Closed -$201K – 145
2023
Q1 		$201K Sell
1,935
-288
-13% -$30K 0.04% 118
2022
Q4 		$220K Buy
+2,223
New +$210K 0.04% 111
2022
Q2 		– Sell
-2,326
Closed -$212K – 123
2022
Q1 		$212K Hold
2,326
– – 0.04% 103
2021
Q4 		$272K Sell
2,326
-251
-10% -$28.3K 0.06% 94
2021
Q3 		$284K Sell
2,577
-500
-16% -$58.5K 0.06% 90
2021
Q2 		$344K Buy
3,077
+2
+0.1% +$226 0.08% 78
2021
Q1 		$336K Buy
3,075
+1,200
+64% +$126K 0.08% 77
2020
Q4 		$201K Buy
+1,875
New +$179K 0.05% 93
2017
Q2 		– Sell
-3,537
Closed -$207K – 90
2017
Q1 		$207K Sell
3,537
-365
-9% -$20.7K 0.06% 72
2016
Q4 		$217K Buy
+3,902
New +$216K 0.06% 71
2015
Q3 		– Sell
-4,936
Closed -$265K – 120
2015
Q2 		$265K Buy
+4,936
New +$250K 0.07% 92

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KLCM Advisors's SBUX Position: Q3 2026 in Review

KLCM Advisors reduced its Starbucks (SBUX) stake by 1.1% in Q3 2026, selling an estimated $8.05K and leaving 6,899 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #157.

KLCM Advisors first reported a position in SBUX in Q2 2015 and has held it in 19 quarters since. The position peaked at $713K in Q2 2026. 1,824 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • KLCM Advisors held 6,899 shares of Starbucks worth $648K as of Q3 2026.
  • KLCM Advisors sold 78 Starbucks shares in Q3 2026, an estimated $8.05K.
  • Starbucks made up 0.05% of KLCM Advisors's portfolio in Q3 2026, its #157 holding.
  • KLCM Advisors first reported a position in Starbucks in Q2 2015 and has held it in 19 quarters since.
  • KLCM Advisors's Starbucks position peaked at $713K in Q2 2026.
  • 1,824 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.