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LVW Advisors’s Starbucks SBUX Stock Holding History

LVW Advisors’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 		$421K Buy
4,124
+597
+17% +$60.1K 0.04% 268
2026
Q1 		$316K Buy
3,527
+424
+14% +$40.1K 0.03% 317
2025
Q4 		$261K Buy
3,103
+201
+7% +$17K 0.03% 296
2025
Q3 		$245K Sell
2,902
-347
-11% -$31.1K 0.03% 307
2025
Q2 		$298K Sell
3,249
-296
-8% -$25.7K 0.03% 263
2025
Q1 		$348K Buy
3,545
+48
+1% +$4.96K 0.04% 219
2024
Q4 		$319K Buy
3,497
+361
+12% +$34.9K 0.04% 241
2024
Q3 		$306K Buy
3,136
+487
+18% +$41.8K 0.04% 236
2024
Q2 		$206K Buy
2,649
+166
+7% +$13.5K 0.03% 283
2024
Q1 		$227K Sell
2,483
-351
-12% -$32.6K 0.04% 265
2023
Q4 		$272K Sell
2,834
-571
-17% -$55.6K 0.05% 218
2023
Q3 		$311K Buy
3,405
+251
+8% +$24.6K 0.06% 168
2023
Q2 		$312K Sell
3,154
-2,545
-45% -$264K 0.06% 166
2023
Q1 		$593K Sell
5,699
-2,275
-29% -$237K 0.12% 128
2022
Q4 		$791K Sell
7,974
-434
-5% -$41K 0.16% 102
2022
Q3 		$708K Buy
8,408
+19
+0.2% +$1.61K 0.16% 99
2022
Q2 		$641K Sell
8,389
-25,677
-75% -$1.97M 0.13% 116
2022
Q1 		$3.1M Buy
34,066
+1,288
+4% +$122K 0.52% 54
2021
Q4 		$3.83M Sell
32,778
-1,354
-4% -$153K 0.65% 41
2021
Q3 		$3.77M Sell
34,132
-244
-0.7% -$28.6K 0.65% 44
2021
Q2 		$3.84M Sell
34,376
-8,756
-20% -$990K 0.68% 40
2021
Q1 		$4.71M Sell
43,132
-3,001
-7% -$315K 0.91% 26
2020
Q4 		$4.93M Sell
46,133
-1,076
-2% -$103K 0.99% 24
2020
Q3 		$4.06M Buy
47,209
+790
+2% +$63K 0.89% 30
2020
Q2 		$3.42M Buy
46,419
+2,155
+5% +$162K 0.82% 34
2020
Q1 		$2.91M Buy
44,264
+8,532
+24% +$690K 0.77% 40
2019
Q4 		$3.14M Buy
35,732
+401
+1% +$34.2K 0.71% 42
2019
Q3 		$3.12M Sell
35,331
-7,107
-17% -$659K 0.77% 37
2019
Q2 		$3.56M Sell
42,438
-3,244
-7% -$254K 0.98% 26
2019
Q1 		$3.4M Sell
45,682
-1,908
-4% -$131K 0.91% 29
2018
Q4 		$3.06M Sell
47,590
-1,157
-2% -$72.4K 1.03% 28
2018
Q3 		$2.77M Buy
48,747
+1,584
+3% +$83.8K 0.78% 34
2018
Q2 		$2.3M Buy
47,163
+24,665
+110% +$1.4M 0.73% 37
2018
Q1 		$1.3M Sell
22,498
-1,303
-5% -$75.3K 0.4% 51
2017
Q4 		$1.37M Buy
23,801
+1,029
+5% +$58.2K 0.4% 50
2017
Q3 		$1.22M Buy
+22,772
New +$1.26M 0.49% 42
2016
Q3 		– Sell
-3,515
Closed -$201K – 144
2016
Q2 		$201K Sell
3,515
-1,954
-36% -$111K 0.08% 127
2016
Q1 		$326K Sell
5,469
-370
-6% -$21.5K 0.1% 102
2015
Q4 		$351K Buy
5,839
+1,236
+27% +$75.3K 0.14% 97
2015
Q3 		$262K Buy
4,603
+464
+11% +$26K 0.12% 115
2015
Q2 		$222K Sell
4,139
-135
-3% -$6.85K 0.09% 134
2015
Q1 		$202K Buy
+4,274
New +$192K 0.1% 147

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LVW Advisors's SBUX Position: Q2 2026 in Review

LVW Advisors increased its Starbucks (SBUX) stake by 17% in Q2 2026, buying an estimated $60.1K and bringing the position to 4,124 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #268.

LVW Advisors first reported a position in SBUX in Q1 2015 and has held it in 42 quarters since. The position peaked at $4.93M in Q4 2020. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • LVW Advisors held 4,124 shares of Starbucks worth $421K as of Q2 2026.
  • LVW Advisors bought 597 Starbucks shares in Q2 2026, an estimated $60.1K.
  • Starbucks made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #268 holding.
  • LVW Advisors first reported a position in Starbucks in Q1 2015 and has held it in 42 quarters since.
  • LVW Advisors's Starbucks position peaked at $4.93M in Q4 2020.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.