Lakeside Advisors
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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
Q3 		$1.97M Buy
20,976
+10
+0% +$1.03K 1.15% 18
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lakeside Advisors's SBUX Position: Q3 2026 in Review

Lakeside Advisors increased its Starbucks (SBUX) stake by 0.05% in Q3 2026, buying an estimated $1.03K and bringing the position to 20,976 shares worth $1.97M. The position accounts for 1.15% of the portfolio, ranked #18.

Lakeside Advisors first reported a position in SBUX in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.79M in Q4 2022. 1,824 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Lakeside Advisors held 20,976 shares of Starbucks worth $1.97M as of Q3 2026.
  • Lakeside Advisors bought 10 Starbucks shares in Q3 2026, an estimated $1.03K.
  • Starbucks made up 1.15% of Lakeside Advisors's portfolio in Q3 2026, its #18 holding.
  • Lakeside Advisors first reported a position in Starbucks in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Starbucks position peaked at $3.79M in Q4 2022.
  • 1,824 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.