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Klingman & Associates’s Starbucks SBUX Stock Holding History

Klingman & Associates’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 		$411K Buy
4,589
+167
+4% +$15.8K 0.02% 218
2025
Q4 		$372K Buy
4,422
+310
+8% +$26.2K 0.02% 230
2025
Q3 		$348K Sell
4,112
-318
-7% -$28.5K 0.02% 235
2025
Q2 		$406K Sell
4,430
-81
-2% -$7.02K 0.02% 199
2025
Q1 		$442K Buy
4,511
+1,070
+31% +$111K 0.03% 173
2024
Q4 		$314K Buy
3,441
+172
+5% +$16.6K 0.02% 200
2024
Q3 		$319K Buy
3,269
+635
+24% +$54.5K 0.02% 207
2024
Q2 		$205K Sell
2,634
-120
-4% -$9.77K 0.01% 239
2024
Q1 		$252K Buy
2,754
+35
+1% +$3.25K 0.02% 209
2023
Q4 		$261K Buy
2,719
+36
+1% +$3.5K 0.02% 201
2023
Q3 		$245K Sell
2,683
-1,699
-39% -$167K 0.02% 199
2023
Q2 		$434K Buy
4,382
+1,786
+69% +$185K 0.04% 141
2023
Q1 		$270K Sell
2,596
-77
-3% -$8.01K 0.02% 162
2022
Q4 		$265K Buy
+2,673
New +$252K 0.02% 171
2022
Q1 		– Sell
-2,305
Closed -$270K – 212
2021
Q4 		$270K Buy
2,305
+34
+1% +$3.83K 0.02% 152
2021
Q3 		$251K Buy
+2,271
New +$266K 0.02% 147
2016
Q4 		– Sell
-599
Closed -$32K – 274
2016
Q3 		$32K Buy
599
+525
+709% +$29.4K 0.01% 219
2016
Q2 		$4K Hold
74
– – ﹤0.01% 343
2016
Q1 		$4K Hold
74
– – ﹤0.01% 343
2015
Q4 		$4K Hold
74
– – ﹤0.01% 345
2015
Q3 		$4K Sell
74
-596
-89% -$33.4K ﹤0.01% 369
2015
Q2 		$36K Buy
670
+596
+805% +$30.2K 0.01% 205
2015
Q1 		$4K Hold
74
– – ﹤0.01% 327
2014
Q4 		$3K Buy
+74
New +$2.89K ﹤0.01% 346

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

Klingman & Associates's SBUX Position: Q1 2026 in Review

Klingman & Associates increased its Starbucks (SBUX) stake by 3.8% in Q1 2026, buying an estimated $15.8K and bringing the position to 4,589 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #218.

Klingman & Associates first reported a position in SBUX in Q4 2014 and has held it in 24 quarters since. The position peaked at $442K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Klingman & Associates held 4,589 shares of Starbucks worth $411K as of Q1 2026.
  • Klingman & Associates bought 167 Starbucks shares in Q1 2026, an estimated $15.8K.
  • Starbucks made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #218 holding.
  • Klingman & Associates first reported a position in Starbucks in Q4 2014 and has held it in 24 quarters since.
  • Klingman & Associates's Starbucks position peaked at $442K in Q1 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.