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Matthew Hamilton Rosenberg’s Starbucks SBUX Stock Holding History

Matthew Hamilton Rosenberg’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 		$354K Buy
3,460
+105
+3% +$10.6K 0.07% 145
2026
Q1 		$301K Sell
3,355
-81
-2% -$7.66K 0.06% 149
2025
Q4 		$289K Sell
3,436
-314
-8% -$26.5K 0.06% 154
2025
Q3 		$317K Sell
3,750
-207
-5% -$18.5K 0.07% 139
2025
Q2 		$363K Buy
3,957
+610
+18% +$52.9K 0.08% 118
2025
Q1 		$328K Buy
3,347
+727
+28% +$75.2K 0.08% 112
2024
Q4 		$239K Sell
2,620
-163
-6% -$15.8K 0.06% 154
2024
Q3 		$271K Buy
2,783
+149
+6% +$12.8K 0.07% 145
2024
Q2 		$203K Sell
2,634
-357
-12% -$29.1K 0.06% 176
2024
Q1 		$274K Sell
2,991
-174
-5% -$16.2K 0.08% 133
2023
Q4 		$304K Buy
3,165
+155
+5% +$15.1K 0.09% 116
2023
Q3 		$275K Sell
3,010
-72
-2% -$7.07K 0.09% 118
2023
Q2 		$305K Sell
3,082
-19
-0.6% -$1.97K 0.1% 111
2023
Q1 		$323K Sell
3,101
-293
-9% -$30.5K 0.1% 118
2022
Q4 		$337K Buy
3,394
+100
+3% +$9.44K 0.11% 113
2022
Q3 		$278K Buy
3,294
+287
+10% +$24.4K 0.11% 114
2022
Q2 		$238K Buy
3,007
+42
+1% +$3.23K 0.09% 144
2022
Q1 		$270K Buy
2,965
+19
+0.6% +$1.79K 0.09% 136
2021
Q4 		$345K Buy
2,946
+337
+13% +$38K 0.12% 102
2021
Q3 		$288K Hold
2,609
– – 0.11% 111
2021
Q2 		$292K Sell
2,609
-89
-3% -$10.1K 0.15% 79
2021
Q1 		$295K Buy
2,698
+74
+3% +$7.77K 0.17% 76
2020
Q4 		$281K Hold
2,624
– – 0.18% 65
2020
Q3 		$225K Buy
2,624
+1
+0% +$80 0.17% 76
2020
Q2 		$193K Buy
2,623
+201
+8% +$15.1K 0.15% 83
2020
Q1 		$160K Buy
+2,422
New +$196K 0.16% 70

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

Matthew Hamilton Rosenberg's SBUX Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Starbucks (SBUX) stake by 3.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 3,460 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #145.

Matthew Hamilton Rosenberg first reported a position in SBUX in Q1 2020 and has held it in 26 quarters since. The position peaked at $363K in Q2 2025. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Matthew Hamilton Rosenberg held 3,460 shares of Starbucks worth $354K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 105 Starbucks shares in Q2 2026, an estimated $10.6K.
  • Starbucks made up 0.07% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #145 holding.
  • Matthew Hamilton Rosenberg first reported a position in Starbucks in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Starbucks position peaked at $363K in Q2 2025.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.