Lido Advisors
SBUX icon

Lido Advisors’s Starbucks SBUX Stock Holding History

Lido 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
Q1 		– Sell
-700
Closed -$58.9K – 2109
2025
Q4 		$58.9K Hold
700
– – ﹤0.01% 1878
2025
Q3 		$59.2K Buy
+700
New +$62.7K ﹤0.01% 1784
2025
Q1 		– Sell
-2,200
Closed -$201K – 1595
2024
Q4 		$201K Hold
2,200
– – ﹤0.01% 1383
2024
Q3 		$214K Buy
+2,200
New +$189K ﹤0.01% 1305

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 $3.38T AUM 44.17% 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

Lido Advisors's SBUX Position: Q2 2026 in Review

Lido Advisors reduced its Starbucks (SBUX) stake by 6.2% in Q2 2026, selling an estimated $1.54M and leaving 229,918 shares worth $23.5M. The position accounts for 0.06% of the portfolio, ranked #199.

Lido Advisors first reported a position in SBUX in Q1 2016 and has held it in 42 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lido Advisors held 229,918 shares of Starbucks worth $23.5M as of Q2 2026.
  • Lido Advisors sold 15,272 Starbucks shares in Q2 2026, an estimated $1.54M.
  • Starbucks made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #199 holding.
  • Lido Advisors first reported a position in Starbucks in Q1 2016 and has held it in 42 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.