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L.J. Altfest & Co’s Starbucks SBUX Stock Holding History

L.J. Altfest & 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 		$331K Sell
3,690
-23
-0.6% -$2.18K 0.04% 261
2025
Q4 		$313K Sell
3,713
-670
-15% -$56.5K 0.03% 281
2025
Q3 		$371K Sell
4,383
-107
-2% -$9.58K 0.04% 256
2025
Q2 		$411K Buy
4,490
+108
+2% +$9.36K 0.05% 241
2025
Q1 		$430K Sell
4,382
-94
-2% -$9.72K 0.05% 234
2024
Q4 		$408K Buy
4,476
+13
+0.3% +$1.26K 0.05% 238
2024
Q3 		$435K Sell
4,463
-806
-15% -$69.2K 0.06% 223
2024
Q2 		$410K Sell
5,269
-422
-7% -$34.4K 0.06% 221
2024
Q1 		$520K Sell
5,691
-38
-0.7% -$3.54K 0.07% 188
2023
Q4 		$550K Buy
5,729
+133
+2% +$12.9K 0.08% 171
2023
Q3 		$511K Sell
5,596
-1,981
-26% -$194K 0.08% 175
2023
Q2 		$751K Sell
7,577
-5,731
-43% -$595K 0.11% 129
2023
Q1 		$1.39M Buy
13,308
+217
+2% +$22.6K 0.22% 69
2022
Q4 		$1.3M Buy
13,091
+1,672
+15% +$158K 0.22% 75
2022
Q3 		$962K Buy
11,419
+5,838
+105% +$496K 0.18% 89
2022
Q2 		$426K Buy
5,581
+647
+13% +$49.7K 0.08% 164
2022
Q1 		$449K Buy
4,934
+326
+7% +$30.8K 0.08% 161
2021
Q4 		$539K Sell
4,608
-112
-2% -$12.6K 0.1% 141
2021
Q3 		$521K Sell
4,720
-193
-4% -$22.6K 0.11% 137
2021
Q2 		$549K Buy
4,913
+2
+0% +$226 0.12% 132
2021
Q1 		$537K Sell
4,911
-6
-0.1% -$630 0.13% 129
2020
Q4 		$526K Sell
4,917
-16
-0.3% -$1.53K 0.13% 125
2020
Q3 		$424K Sell
4,933
-1,298
-21% -$104K 0.11% 136
2020
Q2 		$459K Sell
6,231
-673
-10% -$50.6K 0.13% 120
2020
Q1 		$454K Buy
6,904
+2,680
+63% +$217K 0.14% 104
2019
Q4 		$371K Buy
4,224
+401
+10% +$34.2K 0.09% 136
2019
Q3 		$338K Buy
3,823
+1
+0% +$93 0.09% 133
2019
Q2 		$320K Sell
3,822
-66
-2% -$5.18K 0.09% 133
2019
Q1 		$289K Buy
3,888
+1
+0% +$69 0.07% 148
2018
Q4 		$250K Buy
3,887
+68
+2% +$4.26K 0.07% 129
2018
Q3 		$217K Buy
+3,819
New +$202K 0.06% 159
2018
Q2 		– Sell
-3,983
Closed -$231K – 165
2018
Q1 		$231K Sell
3,983
-199
-5% -$11.5K 0.1% 144
2017
Q4 		$240K Buy
4,182
+101
+2% +$5.72K 0.09% 143
2017
Q3 		$219K Buy
4,081
+201
+5% +$11.1K 0.11% 131
2017
Q2 		$226K Buy
3,880
+1
+0% +$60 0.14% 129
2017
Q1 		$227K Sell
3,879
-701
-15% -$39.7K 0.09% 127
2016
Q4 		$254K Buy
4,580
+43
+0.9% +$2.38K 0.13% 125
2016
Q3 		$246K Buy
4,537
+186
+4% +$10.4K 0.16% 110
2016
Q2 		$249K Sell
4,351
-399
-8% -$22.7K 0.17% 106
2016
Q1 		$284K Buy
4,750
+468
+11% +$27.3K 0.29% 68
2015
Q4 		$257K Hold
4,282
– – 0.25% 81
2015
Q3 		$243K Sell
4,282
-739
-15% -$41.4K 0.24% 82
2015
Q2 		$269K Sell
5,021
-849
-14% -$43.1K 0.25% 81
2015
Q1 		$278K Hold
5,870
– – 0.26% 78
2014
Q4 		$241K Buy
+5,870
New +$229K 0.2% 95

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

L.J. Altfest & Co's SBUX Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Starbucks (SBUX) stake by 0.62% in Q1 2026, selling an estimated $2.18K and leaving 3,690 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #261.

L.J. Altfest & Co first reported a position in SBUX in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.39M in Q1 2023. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • L.J. Altfest & Co held 3,690 shares of Starbucks worth $331K as of Q1 2026.
  • L.J. Altfest & Co sold 23 Starbucks shares in Q1 2026, an estimated $2.18K.
  • Starbucks made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #261 holding.
  • L.J. Altfest & Co first reported a position in Starbucks in Q4 2014 and has held it in 45 quarters since.
  • L.J. Altfest & Co's Starbucks position peaked at $1.39M in Q1 2023.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.