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Leeward Financial Partners’s Starbucks SBUX Stock Holding History

Leeward Financial Partners’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 		$994K Buy
9,728
+270
+3% +$27.2K 0.26% 58
2026
Q1 		$847K Sell
9,458
-200
-2% -$18.9K 0.25% 59
2025
Q4 		$813K Sell
9,658
-549
-5% -$46.3K 0.23% 56
2025
Q3 		$863K Sell
10,207
-247
-2% -$22.1K 0.25% 56
2025
Q2 		$958K Buy
10,454
+703
+7% +$60.9K 0.3% 56
2025
Q1 		$956K Sell
9,751
-326
-3% -$33.7K 0.36% 54
2024
Q4 		$920K Buy
10,077
+393
+4% +$38K 0.33% 54
2024
Q3 		$944K Buy
9,684
+575
+6% +$49.3K 0.36% 56
2024
Q2 		$709K Buy
9,109
+257
+3% +$20.9K 0.29% 57
2024
Q1 		$809K Sell
8,852
-7,967
-47% -$741K 0.34% 55
2023
Q4 		$1.61M Buy
16,819
+2,852
+20% +$278K 0.78% 42
2023
Q3 		$1.27M Sell
13,967
-245
-2% -$24K 0.71% 46
2023
Q2 		$1.41M Buy
14,212
+755
+6% +$78.4K 0.81% 44
2023
Q1 		$1.4M Sell
13,457
-5,098
-27% -$531K 0.86% 41
2022
Q4 		$1.84M Sell
18,555
-122
-0.7% -$11.5K 1.27% 34
2022
Q3 		$1.57M Sell
18,677
-4
-0% -$340 1.13% 35
2022
Q2 		$1.43M Buy
18,681
+905
+5% +$69.5K 0.98% 39
2022
Q1 		$1.62M Buy
17,776
+4,953
+39% +$467K 1% 40
2021
Q4 		$1.5M Buy
+12,823
New +$1.45M 0.94% 42

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leeward Financial Partners's SBUX Position: Q2 2026 in Review

Leeward Financial Partners increased its Starbucks (SBUX) stake by 2.9% in Q2 2026, buying an estimated $27.2K and bringing the position to 9,728 shares worth $994K. The position accounts for 0.26% of the portfolio, ranked #58.

Leeward Financial Partners first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2022. 2,377 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Leeward Financial Partners held 9,728 shares of Starbucks worth $994K as of Q2 2026.
  • Leeward Financial Partners bought 270 Starbucks shares in Q2 2026, an estimated $27.2K.
  • Starbucks made up 0.26% of Leeward Financial Partners's portfolio in Q2 2026, its #58 holding.
  • Leeward Financial Partners first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Starbucks position peaked at $1.84M in Q4 2022.
  • 2,377 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.