Lorne Steinberg Wealth Management’s Starbucks SBUX Stock Holding History

Lorne Steinberg Wealth 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	$6.2M	Buy	69,248 +1,542	+2%	+$146K	1.47%	34
2025 Q4	$5.7M	Sell	67,706 -2,700	-4%	-$228K	1.31%	35
2025 Q3	$5.96M	Buy	70,406 +695	+1%	+$62.2K	1.44%	34
2025 Q2	$6.39M	Buy	69,711 +15,782	+29%	+$1.37M	1.67%	28
2025 Q1	$5.29M	Buy	53,929 +254	+0.5%	+$26.3K	1.54%	33
2024 Q4	$4.9M	Buy	53,675 +735	+1%	+$71.1K	1.42%	32
2024 Q3	$5.16M	Buy	52,940 +6,785	+15%	+$582K	1.49%	36
2024 Q2	$3.59M	Buy	46,155 +635	+1%	+$51.7K	1.16%	40
2024 Q1	$4.16M	Buy	+45,520	New	+$4.23M	1.3%	37

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

Lorne Steinberg Wealth Management's SBUX Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its Starbucks (SBUX) stake by 2.3% in Q1 2026, buying an estimated $146K and bringing the position to 69,248 shares worth $6.2M. The position accounts for 1.47% of the portfolio, ranked #34.

Lorne Steinberg Wealth Management first reported a position in SBUX in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.39M in Q2 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Lorne Steinberg Wealth Management held 69,248 shares of Starbucks worth $6.2M as of Q1 2026.
Lorne Steinberg Wealth Management bought 1,542 Starbucks shares in Q1 2026, an estimated $146K.
Starbucks made up 1.47% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #34 holding.
Lorne Steinberg Wealth Management first reported a position in Starbucks in Q1 2024 and has held it in 9 quarters since.
Lorne Steinberg Wealth Management's Starbucks position peaked at $6.39M in Q2 2025.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.