Loring Wolcott & Coolidge Fiduciary Advisors’s Starbucks SBUX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$80.6M	Sell	788,650 -59,296	-7%	-$5.97M	0.78%	34
2026 Q1	$81.9M	Sell	847,946 -26,602	-3%	-$2.52M	0.82%	31
2025 Q4	$83.7M	Sell	874,548 -2,791	-0.3%	-$235K	0.76%	35
2025 Q3	$75M	Buy	877,339 +24,082	+3%	+$2.16M	0.66%	37
2025 Q2	$78.2M	Sell	853,257 -6,340	-0.7%	-$549K	0.69%	36
2025 Q1	$71.2M	Sell	859,597 -32,899	-4%	-$3.4M	0.69%	37
2024 Q4	$89.3M	Sell	892,496 -6,411	-0.7%	-$620K	0.77%	35
2024 Q3	$87.3M	Sell	898,907 -7,265	-0.8%	-$623K	0.78%	36
2024 Q2	$68.4M	Sell	906,172 -18,782	-2%	-$1.53M	0.63%	38
2024 Q1	$81.6M	Buy	924,954 +9,468	+1%	+$881K	0.81%	33
2023 Q4	$85.2M	Sell	915,486 -8,536	-0.9%	-$831K	0.84%	32
2023 Q3	$92.4M	Sell	924,022 -55,199	-6%	-$5.42M	1.03%	29
2023 Q2	$97M	Sell	979,221 -9,157	-0.9%	-$950K	1.04%	29
2023 Q1	$103M	Sell	988,378 -13,571	-1%	-$1.41M	1.18%	28
2022 Q4	$99.4M	Sell	1,001,949 -27,224	-3%	-$2.57M	1.23%	26
2022 Q3	$86.7M	Sell	1,029,173 -47,724	-4%	-$4.05M	1.13%	28
2022 Q2	$82.3M	Sell	1,076,897 -228,030	-17%	-$17.5M	1.01%	28
2022 Q1	$119M	Sell	1,304,927 -94,992	-7%	-$8.96M	1.22%	28
2021 Q4	$164M	Buy	1,399,919 +6,804	+0.5%	+$767K	1.5%	24
2021 Q3	$154M	Buy	1,393,115 +6,018	+0.4%	+$705K	1.52%	21
2021 Q2	$155M	Buy	1,387,097 +862	+0.1%	+$97.4K	1.57%	22
2021 Q1	$151M	Buy	1,386,235 +5,562	+0.4%	+$584K	1.68%	21
2020 Q4	$148M	Sell	1,380,673 -20,570	-1%	-$1.96M	1.65%	20
2020 Q3	$120M	Sell	1,401,243 -70,027	-5%	-$5.59M	1.51%	21
2020 Q2	$108M	Buy	1,471,270 +1,938	+0.1%	+$146K	1.49%	22
2020 Q1	$96.6M	Sell	1,469,332 -11,067	-0.7%	-$895K	1.62%	21
2019 Q4	$130M	Sell	1,480,399 -4,158	-0.3%	-$355K	1.76%	21
2019 Q3	$131M	Sell	1,484,557 -30,183	-2%	-$2.8M	1.91%	18
2019 Q2	$127M	Sell	1,514,740 -36,993	-2%	-$2.9M	1.85%	18
2019 Q1	$115M	Sell	1,551,733 -54,464	-3%	-$3.74M	1.75%	19
2018 Q4	$103M	Sell	1,606,197 -19,756	-1%	-$1.24M	1.87%	19
2018 Q3	$92.4M	Sell	1,625,953 -112,445	-6%	-$5.95M	1.46%	24
2018 Q2	$84.9M	Sell	1,738,398 -38,831	-2%	-$2.2M	1.47%	24
2018 Q1	$103M	Sell	1,777,229 -49,423	-3%	-$2.86M	1.87%	19
2017 Q4	$105M	Buy	1,826,652 +13,195	+0.7%	+$747K	1.93%	19
2017 Q3	$97.4M	Buy	1,813,457 +37,733	+2%	+$2.09M	1.88%	20
2017 Q2	$95.9M	Sell	1,775,724 -3,130	-0.2%	-$189K	1.9%	20
2017 Q1	$104M	Buy	1,778,854 +9,024	+0.5%	+$511K	2.17%	15
2016 Q4	$98.3M	Buy	1,769,830 +145,487	+9%	+$8.06M	2.19%	15
2016 Q3	$87.9M	Buy	1,624,343 +61,975	+4%	+$3.47M	2.01%	15
2016 Q2	$89.2M	Buy	1,562,368 +66,394	+4%	+$3.78M	2.05%	16
2016 Q1	$89.3M	Buy	1,495,974 +50,652	+4%	+$2.95M	2.11%	14
2015 Q4	$86.8M	Buy	1,445,322 +66,190	+5%	+$4.03M	2.15%	13
2015 Q3	$73.9M	Hold	1,379,132	–	–	1.89%	19
2015 Q2	$73.9M	Buy	1,379,132 +12,598	+0.9%	+$639K	1.89%	19
2015 Q1	$64.7M	Buy	1,366,534 +12,902	+1%	+$580K	1.63%	25
2014 Q4	$55.5M	Buy	1,353,632 +148,484	+12%	+$5.8M	1.42%	26
2014 Q3	$45.5M	Buy	1,205,148 +215,552	+22%	+$8.34M	1.23%	28
2014 Q2	$38.3M	Buy	989,596 +187,368	+23%	+$6.81M	1.04%	32
2014 Q1	$29.4M	Buy	802,228 +27,202	+4%	+$1.01M	0.8%	36
2013 Q4	$30.4M	Sell	775,026 -3,400	-0.4%	-$134K	0.84%	36
2013 Q3	$30M	Buy	778,426 +82,262	+12%	+$2.96M	0.91%	35
2013 Q2	$22.8M	Buy	+696,164	New	+$21.6M	0.71%	43

Other funds holding SBUX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SBUX Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Starbucks (SBUX) stake by 7% in Q2 2026, selling an estimated $5.97M and leaving 788,650 shares worth $80.6M. The position accounts for 0.78% of the portfolio, ranked #34.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SBUX in Q2 2013 and has held it in 53 quarters since. The position peaked at $164M in Q4 2021. 1,406 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 788,650 shares of Starbucks worth $80.6M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 59,296 Starbucks shares in Q2 2026, an estimated $5.97M.
Starbucks made up 0.78% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #34 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Starbucks in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Starbucks position peaked at $164M in Q4 2021.
1,406 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.