Lyell Wealth Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $642K | Sell |
7,167
-1,090
| -13% | -$103K | 0.05% | 138 |
|
|
2025
Q4 | $695K | Sell |
8,257
-1,790
| -18% | -$151K | 0.05% | 130 |
|
|
2025
Q3 | $850K | Sell |
10,047
-2,553
| -20% | -$229K | 0.06% | 126 |
|
|
2025
Q2 | $1.15M | Sell |
12,600
-5,994
| -32% | -$519K | 0.09% | 115 |
|
|
2025
Q1 | $1.82M | Buy |
18,594
+1,229
| +7% | +$127K | 0.17% | 98 |
|
|
2024
Q4 | $1.58M | Sell |
17,365
-1,520
| -8% | -$147K | 0.14% | 103 |
|
|
2024
Q3 | $1.84M | Sell |
18,885
-14,730
| -44% | -$1.26M | 0.17% | 100 |
|
|
2024
Q2 | $2.62M | Sell |
33,615
-27,806
| -45% | -$2.26M | 0.25% | 91 |
|
|
2024
Q1 | $5.61M | Buy |
61,421
+3,892
| +7% | +$362K | 0.57% | 63 |
|
|
2023
Q4 | $5.52M | Buy |
57,529
+1,267
| +2% | +$123K | 0.63% | 57 |
|
|
2023
Q3 | $5.14M | Sell |
56,262
-1,070
| -2% | -$105K | 0.69% | 56 |
|
|
2023
Q2 | $5.68M | Buy |
57,332
+1,779
| +3% | +$185K | 0.73% | 50 |
|
|
2023
Q1 | $5.78M | Sell |
55,553
-1,226
| -2% | -$128K | 0.81% | 48 |
|
|
2022
Q4 | $5.63M | Buy |
56,779
+215
| +0.4% | +$20.3K | 0.89% | 44 |
|
|
2022
Q3 | $4.77M | Sell |
56,564
-775
| -1% | -$65.8K | 0.81% | 47 |
|
|
2022
Q2 | $4.38M | Sell |
57,339
-3,574
| -6% | -$274K | 0.71% | 50 |
|
|
2022
Q1 | $5.54M | Sell |
60,913
-4,512
| -7% | -$426K | 0.71% | 48 |
|
|
2021
Q4 | $7.65M | Buy |
65,425
+2,061
| +3% | +$232K | 0.87% | 43 |
|
|
2021
Q3 | $6.99M | Buy |
63,364
+4,172
| +7% | +$488K | 0.85% | 43 |
|
|
2021
Q2 | $6.62M | Buy |
59,192
+1,362
| +2% | +$154K | 0.82% | 46 |
|
|
2021
Q1 | $6.32M | Buy |
57,830
+4,286
| +8% | +$450K | 0.92% | 44 |
|
|
2020
Q4 | $5.73M | Buy |
53,544
+230
| +0.4% | +$22K | 0.91% | 42 |
|
|
2020
Q3 | $4.58M | Buy |
53,314
+3,961
| +8% | +$316K | 0.86% | 46 |
|
|
2020
Q2 | $3.63M | Buy |
49,353
+8,117
| +20% | +$610K | 0.8% | 50 |
|
|
2020
Q1 | $2.71M | Buy |
41,236
+8,481
| +26% | +$686K | 0.81% | 50 |
|
|
2019
Q4 | $2.88M | Buy |
32,755
+19,887
| +155% | +$1.7M | 0.77% | 51 |
|
|
2019
Q3 | $1.14M | Hold |
12,868
| – | – | 0.34% | 67 |
|
|
2019
Q2 | $1.08M | Buy |
12,868
+325
| +3% | +$25.5K | 0.33% | 68 |
|
|
2019
Q1 | $932K | Buy |
12,543
+2,500
| +25% | +$172K | 0.31% | 69 |
|
|
2018
Q4 | $647K | Sell |
10,043
-6,170
| -38% | -$386K | 0.27% | 72 |
|
|
2018
Q3 | $922K | Sell |
16,213
-15,767
| -49% | -$834K | 0.31% | 68 |
|
|
2018
Q2 | $1.56M | Sell |
31,980
-3,325
| -9% | -$189K | 0.57% | 59 |
|
|
2018
Q1 | $2.04M | Sell |
35,305
-2,775
| -7% | -$160K | 0.76% | 54 |
|
|
2017
Q4 | $2.19M | Sell |
38,080
-825
| -2% | -$46.7K | 0.87% | 49 |
|
|
2017
Q3 | $2.09M | Buy |
38,905
+8,600
| +28% | +$477K | 0.9% | 48 |
|
|
2017
Q2 | $1.77M | Buy |
+30,305
| New | +$1.83M | 0.86% | 50 |
|
Other funds holding SBUX
VCM
VPM
Lyell Wealth Management's SBUX Position: Q1 2026 in Review
Lyell Wealth Management reduced its Starbucks (SBUX) stake by 13% in Q1 2026, selling an estimated $103K and leaving 7,167 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #138.
Lyell Wealth Management first reported a position in SBUX in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.65M in Q4 2021. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.
- Lyell Wealth Management held 7,167 shares of Starbucks worth $642K as of Q1 2026.
- Lyell Wealth Management sold 1,090 Starbucks shares in Q1 2026, an estimated $103K.
- Starbucks made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #138 holding.
- Lyell Wealth Management first reported a position in Starbucks in Q2 2017 and has held it in 36 quarters since.
- Lyell Wealth Management's Starbucks position peaked at $7.65M in Q4 2021.
- 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.