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LVM Capital Management’s Starbucks SBUX Stock Holding History

LVM Capital 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
2025
Q4 		– Sell
-41,557
Closed -$3.52M – 170
2025
Q3 		$3.52M Sell
41,557
-6,328
-13% -$566K 0.34% 50
2025
Q2 		$4.39M Sell
47,885
-3,385
-7% -$293K 0.46% 47
2025
Q1 		$5.03M Sell
51,270
-3,020
-6% -$312K 0.56% 41
2024
Q4 		$4.95M Sell
54,290
-25,165
-32% -$2.43M 0.53% 38
2024
Q3 		$6.19M Hold
79,455
– – 0.7% 35
2024
Q2 		$6.19M Buy
79,455
+4,569
+6% +$372K 0.7% 35
2024
Q1 		$6.84M Buy
74,886
+2,962
+4% +$276K 0.81% 33
2023
Q4 		$6.91M Buy
71,924
+1,420
+2% +$138K 0.88% 34
2023
Q3 		$6.43M Sell
70,504
-1,950
-3% -$191K 0.91% 33
2023
Q2 		$7.18M Sell
72,454
-155
-0.2% -$16.1K 0.96% 33
2023
Q1 		$7.56M Sell
72,609
-385
-0.5% -$40.1K 1.05% 33
2022
Q4 		$7.24M Sell
72,994
-4,005
-5% -$378K 1.05% 33
2022
Q3 		$6.49M Buy
76,999
+2,420
+3% +$206K 0.99% 35
2022
Q2 		$5.7M Buy
74,579
+1,145
+2% +$87.9K 0.83% 36
2022
Q1 		$6.68M Buy
73,434
+7,605
+12% +$718K 0.88% 38
2021
Q4 		$7.7M Buy
65,829
+1,795
+3% +$202K 1.03% 35
2021
Q3 		$7.06M Buy
+64,034
New +$7.5M 1.06% 33

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LVM Capital Management's SBUX Position: Q4 2025 in Review

LVM Capital Management sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 41,557 shares — an estimated $3.52M sold.

LVM Capital Management first reported a position in SBUX in Q3 2021 and held it in 17 quarters. The position peaked at $7.7M in Q4 2021. 2,315 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • LVM Capital Management reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • LVM Capital Management sold 41,557 Starbucks shares in Q4 2025, an estimated $3.52M.
  • LVM Capital Management first reported a position in Starbucks in Q3 2021 and held it in 17 quarters.
  • LVM Capital Management's Starbucks position peaked at $7.7M in Q4 2021.
  • 2,315 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on LVM Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.