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Marshall Investment Management’s Starbucks SBUX Stock Holding History

Marshall Investment 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 		$36.3K Buy
355
+149
+72% +$15K 0.02% 143
2026
Q1 		$18.5K Buy
+206
New +$19.5K 0.01% 167
2025
Q2 		– Sell
-270
Closed -$26.5K – 185
2025
Q1 		$26.5K Sell
270
-39
-13% -$4.03K 0.02% 132
2024
Q4 		$30.2K Buy
+309
New +$29.9K 0.02% 121

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

Marshall Investment Management's SBUX Position: Q2 2026 in Review

Marshall Investment Management increased its Starbucks (SBUX) stake by 72% in Q2 2026, buying an estimated $15K and bringing the position to 355 shares worth $36.3K. The position accounts for 0.02% of the portfolio, ranked #143.

Marshall Investment Management first reported a position in SBUX in Q4 2024 and has held it in 4 quarters since. 2,391 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Marshall Investment Management held 355 shares of Starbucks worth $36.3K as of Q2 2026.
  • Marshall Investment Management bought 149 Starbucks shares in Q2 2026, an estimated $15K.
  • Starbucks made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #143 holding.
  • Marshall Investment Management first reported a position in Starbucks in Q4 2024 and has held it in 4 quarters since.
  • 2,391 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.