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Lynch Asset Management’s Starbucks SBUX Stock Holding History

Lynch Asset 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
2026
Q2 		$1.9M Sell
18,600
-125
-0.7% -$12.6K 0.52% 35
2026
Q1 		$1.68M Sell
18,725
-250
-1% -$23.6K 0.56% 36
2025
Q4 		$1.6M Sell
18,975
-125
-0.7% -$10.5K 0.5% 37
2025
Q3 		$1.62M Buy
19,100
+250
+1% +$22.4K 0.52% 38
2025
Q2 		$1.73M Hold
18,850
– – 0.61% 38
2025
Q1 		$1.85M Hold
18,850
– – 0.83% 32
2024
Q4 		$1.72M Buy
18,850
+650
+4% +$62.9K 0.7% 33
2024
Q3 		$1.77M Hold
18,200
– – 0.75% 32
2024
Q2 		$1.42M Buy
18,200
+7,200
+65% +$586K 0.6% 34
2024
Q1 		$1.01M Buy
11,000
+700
+7% +$65.1K 0.47% 38
2023
Q4 		$989K Buy
10,300
+300
+3% +$29.2K 0.57% 39
2023
Q3 		$913K Sell
10,000
-1,000
-9% -$98.2K 0.6% 35
2023
Q2 		$1.09M Hold
11,000
– – 0.7% 34
2023
Q1 		$1.15M Buy
11,000
+1,200
+12% +$125K 0.82% 34
2022
Q4 		$972K Sell
9,800
-2,800
-22% -$264K 0.84% 34
2022
Q3 		$1.06M Buy
12,600
+50
+0.4% +$4.25K 0.95% 30
2022
Q2 		$959K Buy
12,550
+750
+6% +$57.6K 0.78% 31
2022
Q1 		$1.07M Hold
11,800
– – 0.77% 30
2021
Q4 		$1.38M Buy
+11,800
New +$1.33M 0.96% 29

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

Lynch Asset Management's SBUX Position: Q2 2026 in Review

Lynch Asset Management reduced its Starbucks (SBUX) stake by 0.67% in Q2 2026, selling an estimated $12.6K and leaving 18,600 shares worth $1.9M. The position accounts for 0.52% of the portfolio, ranked #35.

Lynch Asset Management first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lynch Asset Management held 18,600 shares of Starbucks worth $1.9M as of Q2 2026.
  • Lynch Asset Management sold 125 Starbucks shares in Q2 2026, an estimated $12.6K.
  • Starbucks made up 0.52% of Lynch Asset Management's portfolio in Q2 2026, its #35 holding.
  • Lynch Asset Management first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.