Lowe Brockenbrough & Co’s Starbucks SBUX Stock Holding History

Lowe Brockenbrough & Co’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	$2.33M	Buy	25,953 +447	+2%	+$42.3K	0.12%	118
2025 Q4	$2.15M	Sell	25,506 -72	-0.3%	-$6.07K	0.11%	123
2025 Q3	$2.16M	Buy	25,578 +400	+2%	+$35.8K	0.11%	121
2025 Q2	$2.31M	Sell	25,178 -2,593	-9%	-$225K	0.13%	118
2025 Q1	$2.72M	Sell	27,771 -997	-3%	-$103K	0.18%	111
2024 Q4	$2.63M	Sell	28,768 -3,338	-10%	-$323K	0.17%	113
2024 Q3	$3.13M	Buy	32,106 +12,454	+63%	+$1.07M	0.2%	106
2024 Q2	$1.53M	Sell	19,652 -13,300	-40%	-$1.08M	0.1%	141
2024 Q1	$3.01M	Sell	32,952 -733	-2%	-$68.2K	0.2%	107
2023 Q4	$3.23M	Buy	33,685 +721	+2%	+$70.2K	0.25%	99
2023 Q3	$3.01M	Hold	32,964	–	–	0.23%	103
2023 Q2	$3.27M	Buy	32,964 +23	+0.1%	+$2.39K	0.25%	96
2023 Q1	$3.43M	Buy	32,941 +24	+0.1%	+$2.5K	0.28%	88
2022 Q4	$3.27M	Sell	32,917 -2,340	-7%	-$221K	0.28%	89
2022 Q3	$2.97M	Sell	35,257 -200	-0.6%	-$17K	0.29%	90
2022 Q2	$2.71M	Buy	35,457 +149	+0.4%	+$11.4K	0.24%	98
2022 Q1	$3.21M	Buy	35,308 +601	+2%	+$56.7K	0.24%	99
2021 Q4	$4.06M	Hold	34,707	–	–	0.3%	86
2021 Q3	$3.83M	Hold	34,707	–	–	0.3%	90
2021 Q2	$3.88M	Hold	34,707	–	–	0.35%	78
2021 Q1	$3.79M	Sell	34,707 -149	-0.4%	-$15.6K	0.37%	77
2020 Q4	$3.73M	Buy	34,856 +241	+0.7%	+$23K	0.4%	73
2020 Q3	$2.97M	Sell	34,615 -15	-0%	-$1.2K	0.37%	77
2020 Q2	$2.55M	Hold	34,630	–	–	0.34%	80
2020 Q1	$2.28M	Sell	34,630 -285	-0.8%	-$23.1K	0.38%	78
2019 Q4	$3.07M	Buy	34,915 +35	+0.1%	+$2.98K	0.38%	76
2019 Q3	$3.08M	Buy	34,880 +185	+0.5%	+$17.2K	0.41%	74
2019 Q2	$2.91M	Sell	34,695 -570	-2%	-$44.7K	0.4%	74
2019 Q1	$2.62M	Sell	35,265 -375	-1%	-$25.8K	0.37%	80
2018 Q4	$2.29M	Buy	35,640 +470	+1%	+$29.4K	0.38%	78
2018 Q3	$2M	Sell	35,170 -526	-1%	-$27.8K	0.28%	94
2018 Q2	$1.74M	Sell	35,696 -599	-2%	-$34K	0.26%	96
2018 Q1	$2.1M	Sell	36,295 -50	-0.1%	-$2.89K	0.31%	93
2017 Q4	$2.09M	Hold	36,345	–	–	0.3%	93
2017 Q3	$1.95M	Hold	36,345	–	–	0.3%	88
2017 Q2	$2.12M	Sell	36,345 -78	-0.2%	-$4.72K	0.33%	82
2017 Q1	$2.13M	Hold	36,423	–	–	0.34%	81
2016 Q4	$2.02M	Hold	36,423	–	–	0.34%	80
2016 Q3	$1.97M	Hold	36,423	–	–	0.34%	80
2016 Q2	$2.08M	Buy	36,423 +8	+0%	+$455	0.36%	78
2016 Q1	$2.17M	Hold	36,415	–	–	0.37%	76
2015 Q4	$2.19M	Sell	36,415 -2,245	-6%	-$137K	0.37%	81
2015 Q3	$2.2M	Sell	38,660 -50	-0.1%	-$2.8K	0.38%	83
2015 Q2	$2.08M	Sell	38,710 -42	-0.1%	-$2.13K	0.33%	86
2015 Q1	$1.83M	Hold	38,752	–	–	0.29%	93
2014 Q4	$1.59M	Sell	38,752 -1,048	-3%	-$40.9K	0.25%	99
2014 Q3	$1.5M	Buy	39,800 +1,310	+3%	+$50.7K	0.24%	97
2014 Q2	$1.49M	Hold	38,490	–	–	0.24%	97
2014 Q1	$1.41M	Hold	38,490	–	–	0.24%	95
2013 Q4	$1.51M	Buy	38,490 +40	+0.1%	+$1.58K	0.25%	90
2013 Q3	$1.48M	Hold	38,450	–	–	0.27%	84
2013 Q2	$1.26M	Buy	+38,450	New	+$1.19M	0.23%	94

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

Lowe Brockenbrough & Co's SBUX Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Starbucks (SBUX) stake by 1.8% in Q1 2026, buying an estimated $42.3K and bringing the position to 25,953 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #118.

Lowe Brockenbrough & Co first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.06M in Q4 2021. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Lowe Brockenbrough & Co held 25,953 shares of Starbucks worth $2.33M as of Q1 2026.
Lowe Brockenbrough & Co bought 447 Starbucks shares in Q1 2026, an estimated $42.3K.
Starbucks made up 0.12% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #118 holding.
Lowe Brockenbrough & Co first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's Starbucks position peaked at $4.06M in Q4 2021.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.