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Lakeshore Capital Group’s Starbucks SBUX Stock Holding History

Lakeshore Capital Group’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 		$1.06M Buy
11,800
+4,009
+51% +$379K 0.86% 38
2025
Q4 		$656K Buy
7,791
+234
+3% +$19.7K 0.53% 56
2025
Q3 		$639K Buy
7,557
+10
+0.1% +$895 0.52% 59
2025
Q2 		$692K Buy
7,547
+1,268
+20% +$110K 0.61% 52
2025
Q1 		$616K Buy
6,279
+127
+2% +$13.1K 0.59% 53
2024
Q4 		$561K Buy
+6,152
New +$595K 0.85% 43

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

Lakeshore Capital Group's SBUX Position: Q1 2026 in Review

Lakeshore Capital Group increased its Starbucks (SBUX) stake by 51% in Q1 2026, buying an estimated $379K and bringing the position to 11,800 shares worth $1.06M. The position accounts for 0.86% of the portfolio, ranked #38.

Lakeshore Capital Group first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Lakeshore Capital Group held 11,800 shares of Starbucks worth $1.06M as of Q1 2026.
  • Lakeshore Capital Group bought 4,009 Starbucks shares in Q1 2026, an estimated $379K.
  • Starbucks made up 0.86% of Lakeshore Capital Group's portfolio in Q1 2026, its #38 holding.
  • Lakeshore Capital Group first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.