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Lederer & Associates Investment Counsel’s Starbucks SBUX Stock Holding History

Lederer & Associates Investment Counsel’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 		$1.29M Sell
12,672
-330
-3% -$33.2K 0.85% 41
2026
Q1 		$1.17M Buy
13,002
+40
+0.3% +$3.78K 0.83% 40
2025
Q4 		$1.09M Sell
12,962
-406
-3% -$34.2K 0.73% 47
2025
Q3 		$1.13M Buy
13,368
+360
+3% +$32.2K 0.73% 48
2025
Q2 		$1.19M Buy
+13,008
New +$1.13M 0.79% 41
2024
Q3 		– Sell
-16,623
Closed -$1.29M – 88
2024
Q2 		$1.29M Sell
16,623
-744
-4% -$60.6K 0.94% 37
2024
Q1 		$1.59M Buy
17,367
+2,008
+13% +$187K 1.1% 31
2023
Q4 		$1.48M Buy
15,359
+133
+0.9% +$12.9K 1.09% 30
2023
Q3 		$1.39M Buy
15,226
+256
+2% +$25.1K 1.1% 33
2023
Q2 		$1.48M Buy
14,970
+2,189
+17% +$227K 1.12% 36
2023
Q1 		$1.33M Sell
12,781
-979
-7% -$102K 1.03% 38
2022
Q4 		$1.36M Sell
13,760
-315
-2% -$29.7K 1.12% 32
2022
Q3 		$1.19M Sell
14,075
-194
-1% -$16.5K 1% 36
2022
Q2 		$1.09M Sell
14,269
-2,128
-13% -$163K 0.84% 48
2022
Q1 		$1.49M Sell
16,397
-535
-3% -$50.5K 0.91% 37
2021
Q4 		$1.98M Sell
16,932
-17
-0.1% -$1.92K 1.15% 34
2021
Q3 		$1.87M Sell
16,949
-2,847
-14% -$333K 1.21% 33
2021
Q2 		$2.21M Sell
19,796
-300
-1% -$33.9K 1.47% 25
2021
Q1 		$2.2M Buy
20,096
+725
+4% +$76.1K 1.55% 24
2020
Q4 		$2.07M Sell
19,371
-1,001
-5% -$95.6K 1.59% 24
2020
Q3 		$1.75M Buy
20,372
+115
+0.6% +$9.17K 1.46% 27
2020
Q2 		$1.49M Buy
20,257
+7,135
+54% +$536K 1.39% 33
2020
Q1 		$863K Buy
+13,122
New +$1.06M 0.98% 45
2017
Q3 		– Sell
-35,120
Closed -$2.05M – 87
2017
Q2 		$2.05M Sell
35,120
-600
-2% -$36.3K 1.97% 16
2017
Q1 		$2.09M Sell
35,720
-545
-2% -$30.8K 1.96% 13
2016
Q4 		$2.01M Buy
+36,265
New +$2.01M 2% 16
2015
Q3 		$2.17M Sell
38,140
-155
-0.4% -$8.68K 2.41% 8
2015
Q2 		$2.05M Sell
38,295
-14,165
-27% -$719K 2.11% 15
2015
Q1 		$2.48M Sell
52,460
-750
-1% -$33.7K 2.42% 5
2014
Q4 		$2.18M Buy
+53,210
New +$2.08M 2.16% 10

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lederer & Associates Investment Counsel's SBUX Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Starbucks (SBUX) stake by 2.5% in Q2 2026, selling an estimated $33.2K and leaving 12,672 shares worth $1.29M. The position accounts for 0.85% of the portfolio, ranked #41.

Lederer & Associates Investment Counsel first reported a position in SBUX in Q4 2014 and has held it in 30 quarters since. The position peaked at $2.48M in Q1 2015. 1,046 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lederer & Associates Investment Counsel held 12,672 shares of Starbucks worth $1.29M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 330 Starbucks shares in Q2 2026, an estimated $33.2K.
  • Starbucks made up 0.85% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #41 holding.
  • Lederer & Associates Investment Counsel first reported a position in Starbucks in Q4 2014 and has held it in 30 quarters since.
  • Lederer & Associates Investment Counsel's Starbucks position peaked at $2.48M in Q1 2015.
  • 1,046 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.