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Lakeside Advisors’s Starbucks SBUX Stock Holding History

Lakeside Advisors’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 		$2.14M Sell
20,966
-89
-0.4% -$8.96K 1.35% 18
2026
Q1 		$1.89M Sell
21,055
-190
-0.9% -$18K 1.26% 20
2025
Q4 		$1.79M Sell
21,245
-2,533
-11% -$214K 1.14% 17
2025
Q3 		$2.01M Sell
23,778
-189
-0.8% -$16.9K 1.27% 17
2025
Q2 		$2.2M Buy
23,967
+12
+0.1% +$1.04K 1.42% 16
2025
Q1 		$2.35M Sell
23,955
-1,591
-6% -$164K 1.56% 15
2024
Q4 		$2.33M Sell
25,546
-2,993
-10% -$290K 1.54% 16
2024
Q3 		$2.78M Sell
28,539
-390
-1% -$33.5K 1.75% 13
2024
Q2 		$2.25M Buy
28,929
+62
+0.2% +$5.05K 1.46% 17
2024
Q1 		$2.64M Sell
28,867
-324
-1% -$30.1K 1.69% 14
2023
Q4 		$2.8M Sell
29,191
-141
-0.5% -$13.7K 1.95% 12
2023
Q3 		$2.68M Sell
29,332
-391
-1% -$38.4K 2.06% 13
2023
Q2 		$2.94M Sell
29,723
-492
-2% -$51.1K 2.17% 12
2023
Q1 		$3.15M Sell
30,215
-7,993
-21% -$832K 2.43% 12
2022
Q4 		$3.79M Sell
38,208
-392
-1% -$37K 3.11% 11
2022
Q3 		$3.25M Buy
38,600
+9
+0% +$765 2.91% 12
2022
Q2 		$2.95M Buy
38,591
+10,689
+38% +$821K 2.51% 13
2022
Q1 		$2.54M Sell
27,902
-20
-0.1% -$1.89K 1.92% 13
2021
Q4 		$3.27M Buy
+27,922
New +$3.15M 2.41% 11

Other funds holding SBUX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lakeside Advisors's SBUX Position: Q2 2026 in Review

Lakeside Advisors reduced its Starbucks (SBUX) stake by 0.42% in Q2 2026, selling an estimated $8.96K and leaving 20,966 shares worth $2.14M. The position accounts for 1.35% of the portfolio, ranked #18.

Lakeside Advisors first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.79M in Q4 2022. 1,366 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lakeside Advisors held 20,966 shares of Starbucks worth $2.14M as of Q2 2026.
  • Lakeside Advisors sold 89 Starbucks shares in Q2 2026, an estimated $8.96K.
  • Starbucks made up 1.35% of Lakeside Advisors's portfolio in Q2 2026, its #18 holding.
  • Lakeside Advisors first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Starbucks position peaked at $3.79M in Q4 2022.
  • 1,366 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.