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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
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 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

KLCM Advisors's SBUX Position: Q1 2026 in Review

KLCM Advisors increased its Starbucks (SBUX) stake by 103% in Q1 2026, buying an estimated $335K and bringing the position to 6,966 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #150.

KLCM Advisors first reported a position in SBUX in Q2 2015 and has held it in 17 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • KLCM Advisors held 6,966 shares of Starbucks worth $624K as of Q1 2026.
  • KLCM Advisors bought 3,542 Starbucks shares in Q1 2026, an estimated $335K.
  • Starbucks made up 0.05% of KLCM Advisors's portfolio in Q1 2026, its #150 holding.
  • KLCM Advisors first reported a position in Starbucks in Q2 2015 and has held it in 17 quarters since.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.