Lodestar Private Asset Management’s Starbucks SBUX Stock Holding History

Lodestar Private Asset Management’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	$261K	Hold	2,910	–	–	0.03%	205
2025 Q4	$245K	Sell	2,910 -149	-5%	-$12.6K	0.02%	210
2025 Q3	$259K	Sell	3,059 -50	-2%	-$4.48K	0.03%	201
2025 Q2	$285K	Sell	3,109 -874	-22%	-$75.7K	0.03%	191
2025 Q1	$391K	Buy	3,983 +222	+6%	+$22.9K	0.05%	157
2024 Q4	$343K	Sell	3,761 -78	-2%	-$7.55K	0.04%	164
2024 Q3	$374K	Buy	3,839 +201	+6%	+$17.2K	0.05%	161
2024 Q2	$283K	Sell	3,638 -203	-5%	-$16.5K	0.04%	178
2024 Q1	$351K	Buy	3,841 +1	+0%	+$93	0.05%	160
2023 Q4	$369K	Hold	3,840	–	–	0.06%	150
2023 Q3	$350K	Sell	3,840 -294	-7%	-$28.9K	0.06%	145
2023 Q2	$409K	Hold	4,134	–	–	0.07%	139
2023 Q1	$430K	Buy	4,134 +140	+4%	+$14.6K	0.08%	132
2022 Q4	$396K	Buy	+3,994	New	+$377K	0.08%	136

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

Lodestar Private Asset Management's SBUX Position: Q1 2026 in Review

Lodestar Private Asset Management held its Starbucks (SBUX) position steady in Q1 2026 at 2,910 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #205.

Lodestar Private Asset Management first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $430K in Q1 2023. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Lodestar Private Asset Management held 2,910 shares of Starbucks worth $261K as of Q1 2026.
Lodestar Private Asset Management left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #205 holding.
Lodestar Private Asset Management first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Starbucks position peaked at $430K in Q1 2023.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.