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LRI Investments’s Starbucks SBUX Stock Holding History

LRI Investments’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 		$97.1K Buy
950
+27
+3% +$2.72K 0.01% 448
2026
Q1 		$82.7K Buy
923
+125
+16% +$11.8K 0.01% 446
2025
Q4 		$67.2K Hold
798
– – 0.01% 493
2025
Q3 		$67.5K Buy
798
+19
+2% +$1.7K 0.01% 496
2025
Q2 		$71.4K Sell
779
-1,061
-58% -$91.9K 0.01% 490
2025
Q1 		$180K Buy
1,840
+232
+14% +$24K 0.02% 283
2024
Q4 		$147K Sell
1,608
-133
-8% -$12.9K 0.01% 337
2024
Q3 		$173K Sell
1,741
-151
-8% -$13K 0.02% 312
2024
Q2 		$147K Buy
1,892
+1,053
+126% +$85.8K 0.02% 310
2024
Q1 		$76.7K Buy
+839
New +$78K 0.02% 231

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

LRI Investments's SBUX Position: Q2 2026 in Review

LRI Investments increased its Starbucks (SBUX) stake by 2.9% in Q2 2026, buying an estimated $2.72K and bringing the position to 950 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #448.

LRI Investments first reported a position in SBUX in Q1 2024 and has held it in 10 quarters since. The position peaked at $180K in Q1 2025. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • LRI Investments held 950 shares of Starbucks worth $97.1K as of Q2 2026.
  • LRI Investments bought 27 Starbucks shares in Q2 2026, an estimated $2.72K.
  • Starbucks made up 0.01% of LRI Investments's portfolio in Q2 2026, its #448 holding.
  • LRI Investments first reported a position in Starbucks in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Starbucks position peaked at $180K in Q1 2025.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.