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Lake Street Private Wealth’s Starbucks SBUX Stock Holding History

Lake Street Private Wealth’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 		$373K Buy
4,160
+52
+1% +$4.92K 0.05% 193
2025
Q4 		$346K Sell
4,108
-149
-4% -$12.6K 0.04% 207
2025
Q3 		$360K Sell
4,257
-123
-3% -$11K 0.05% 203
2025
Q2 		$401K Buy
4,380
+75
+2% +$6.5K 0.06% 187
2025
Q1 		$422K Buy
4,305
+109
+3% +$11.3K 0.07% 166
2024
Q4 		$383K Sell
4,196
-50
-1% -$4.84K 0.06% 173
2024
Q3 		$414K Sell
4,246
-1,044
-20% -$89.6K 0.07% 181
2024
Q2 		$412K Sell
5,290
-35,132
-87% -$2.86M 0.05% 240
2024
Q1 		$3.69M Buy
40,422
+3,463
+9% +$322K 0.51% 51
2023
Q4 		$3.55M Sell
36,959
-564
-2% -$54.9K 0.56% 47
2023
Q3 		$3.42M Sell
37,523
-261
-0.7% -$25.6K 0.61% 42
2023
Q2 		$3.74M Sell
37,784
-650
-2% -$67.5K 0.66% 38
2023
Q1 		$4M Sell
38,434
-1,710
-4% -$178K 0.75% 34
2022
Q4 		$3.98M Sell
40,144
-69
-0.2% -$6.51K 0.82% 30
2022
Q3 		$3.39M Sell
40,213
-1,432
-3% -$122K 0.78% 31
2022
Q2 		$3.18M Buy
41,645
+207
+0.5% +$15.9K 0.67% 41
2022
Q1 		$3.77M Buy
41,438
+2,446
+6% +$231K 0.68% 33
2021
Q4 		$4.56M Buy
38,992
+2,717
+7% +$306K 0.8% 26
2021
Q3 		$4M Buy
36,275
+1,665
+5% +$195K 0.97% 27
2021
Q2 		$3.92M Buy
34,610
+263
+0.8% +$29.7K 1% 26
2021
Q1 		$3.75M Sell
34,347
-625
-2% -$65.6K 1.04% 28
2020
Q4 		$3.74M Sell
34,972
-540
-2% -$51.6K 1.08% 27
2020
Q3 		$3.05M Buy
35,512
+857
+2% +$68.4K 1.02% 29
2020
Q2 		$2.55M Buy
34,655
+2,597
+8% +$195K 0.94% 33
2020
Q1 		$2.11M Buy
32,058
+5,999
+23% +$485K 0.96% 36
2019
Q4 		$2.29M Buy
26,059
+790
+3% +$67.4K 0.88% 38
2019
Q3 		$2.23M Sell
25,269
-5,590
-18% -$518K 1.02% 31
2019
Q2 		$2.59M Sell
30,859
-1,397
-4% -$110K 1.52% 18
2019
Q1 		$2.4M Buy
+32,256
New +$2.22M 1.65% 16

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

Lake Street Private Wealth's SBUX Position: Q1 2026 in Review

Lake Street Private Wealth increased its Starbucks (SBUX) stake by 1.3% in Q1 2026, buying an estimated $4.92K and bringing the position to 4,160 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #193.

Lake Street Private Wealth first reported a position in SBUX in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.56M in Q4 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Lake Street Private Wealth held 4,160 shares of Starbucks worth $373K as of Q1 2026.
  • Lake Street Private Wealth bought 52 Starbucks shares in Q1 2026, an estimated $4.92K.
  • Starbucks made up 0.05% of Lake Street Private Wealth's portfolio in Q1 2026, its #193 holding.
  • Lake Street Private Wealth first reported a position in Starbucks in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's Starbucks position peaked at $4.56M in Q4 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.