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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
Q2 		$7.26M Buy
71,038
+1,790
+3% +$180K 1.49% 29
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lorne Steinberg Wealth Management's SBUX Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Starbucks (SBUX) stake by 2.6% in Q2 2026, buying an estimated $180K and bringing the position to 71,038 shares worth $7.26M. The position accounts for 1.49% of the portfolio, ranked #29.

Lorne Steinberg Wealth Management first reported a position in SBUX in Q1 2024 and has held it in 10 quarters since. 2,389 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lorne Steinberg Wealth Management held 71,038 shares of Starbucks worth $7.26M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 1,790 Starbucks shares in Q2 2026, an estimated $180K.
  • Starbucks made up 1.49% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Lorne Steinberg Wealth Management first reported a position in Starbucks in Q1 2024 and has held it in 10 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.