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 Q2	$429K	Buy	4,194 +34	+0.8%	+$3.42K	0.05%	191
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 Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Street Private Wealth's SBUX Position: Q2 2026 in Review

Lake Street Private Wealth increased its Starbucks (SBUX) stake by 0.82% in Q2 2026, buying an estimated $3.42K and bringing the position to 4,194 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #191.

Lake Street Private Wealth first reported a position in SBUX in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.56M in Q4 2021. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Lake Street Private Wealth held 4,194 shares of Starbucks worth $429K as of Q2 2026.
Lake Street Private Wealth bought 34 Starbucks shares in Q2 2026, an estimated $3.42K.
Starbucks made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #191 holding.
Lake Street Private Wealth first reported a position in Starbucks in Q1 2019 and has held it in 30 quarters since.
Lake Street Private Wealth's Starbucks position peaked at $4.56M in Q4 2021.
2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.