Lido Advisors
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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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors's SBUX Position: Q1 2026 in Review

Lido Advisors increased its Starbucks (SBUX) stake by 5.6% in Q1 2026, buying an estimated $1.23M and bringing the position to 245,190 shares worth $22M. The position accounts for 0.07% of the portfolio, ranked #186.

Lido Advisors first reported a position in SBUX in Q1 2016 and has held it in 41 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Lido Advisors held 245,190 shares of Starbucks worth $22M as of Q1 2026.
  • Lido Advisors bought 12,985 Starbucks shares in Q1 2026, an estimated $1.23M.
  • Starbucks made up 0.07% of Lido Advisors's portfolio in Q1 2026, its #186 holding.
  • Lido Advisors first reported a position in Starbucks in Q1 2016 and has held it in 41 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.