Mattson Financial Services’s Starbucks SBUX Stock Holding History

Mattson Financial Services’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	$2.91M	Sell	26,859 -1,354	-5%	-$136K	0.61%	52
2026 Q1	$2.53M	Sell	28,213 -2,274	-7%	-$215K	0.6%	53
2025 Q4	$2.57M	Buy	30,487 +3,559	+13%	+$300K	0.6%	55
2025 Q3	$2.28M	Sell	26,928 -6,469	-19%	-$579K	0.54%	66
2025 Q2	$3.06M	Buy	33,397 +1,848	+6%	+$160K	0.83%	43
2025 Q1	$3.09M	Sell	31,549 -421	-1%	-$43.5K	0.93%	33
2024 Q4	$3.12M	Buy	31,970 +2,407	+8%	+$233K	0.99%	30
2024 Q3	$2.3M	Sell	29,563 -198	-0.7%	-$17K	0.83%	41
2024 Q2	$2.32M	Buy	+29,761	New	+$2.42M	0.83%	41

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mattson Financial Services's SBUX Position: Q2 2026 in Review

Mattson Financial Services reduced its Starbucks (SBUX) stake by 4.8% in Q2 2026, selling an estimated $136K and leaving 26,859 shares worth $2.91M. The position accounts for 0.61% of the portfolio, ranked #52.

Mattson Financial Services first reported a position in SBUX in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.12M in Q4 2024. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Mattson Financial Services held 26,859 shares of Starbucks worth $2.91M as of Q2 2026.
Mattson Financial Services sold 1,354 Starbucks shares in Q2 2026, an estimated $136K.
Starbucks made up 0.61% of Mattson Financial Services's portfolio in Q2 2026, its #52 holding.
Mattson Financial Services first reported a position in Starbucks in Q2 2024 and has held it in 9 quarters since.
Mattson Financial Services's Starbucks position peaked at $3.12M in Q4 2024.
2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.