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	$179K	Sell	2,000 -9,400	-82%	-$889K	﹤0.01%	1793
2025 Q4	$960K	Hold	11,400	–	–	﹤0.01%	1021
2025 Q3	$964K	Hold	11,400	–	–	﹤0.01%	965
2025 Q2	$1.04M	Buy	11,400 +1,400	+14%	+$121K	﹤0.01%	828
2025 Q1	$981K	Hold	10,000	–	–	﹤0.01%	789
2024 Q4	$913K	Hold	10,000	–	–	﹤0.01%	795
2024 Q3	$975K	Hold	10,000	–	–	﹤0.01%	718
2024 Q2	$779K	Hold	10,000	–	–	﹤0.01%	766
2024 Q1	$914K	Sell	10,000 -11,600	-54%	-$1.08M	0.01%	689
2023 Q4	$2.07M	Hold	21,600	–	–	0.01%	411
2023 Q3	$1.97M	Hold	21,600	–	–	0.02%	385
2023 Q2	$2.14M	Hold	21,600	–	–	0.02%	358
2023 Q1	$2.25M	Sell	21,600 -1,400	-6%	-$146K	0.02%	326
2022 Q4	$2.28M	Buy	23,000 +13,700	+147%	+$1.29M	0.03%	277
2022 Q3	$783K	Hold	9,300	–	–	0.01%	423
2022 Q2	$710K	Sell	9,300 -1,600	-15%	-$123K	0.01%	433
2022 Q1	$991K	Hold	10,900	–	–	0.01%	397
2021 Q4	$1.27M	Hold	10,900	–	–	0.01%	361
2021 Q3	$1.22M	Buy	+10,900	New	+$1.28M	0.02%	359
2019 Q2	–	Sell	-11,600	Closed	-$862K	–	564
2019 Q1	$862K	Hold	11,600	–	–	0.06%	202
2018 Q4	$747K	Buy	+11,600	New	+$726K	0.07%	163

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.