Loring Wolcott & Coolidge Fiduciary Advisors’s Starbucks SBUX Stock Holding History
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
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. 1,374 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.
- 1,374 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.