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McDonald Partners’s Starbucks SBUX Stock Holding History

McDonald Partners’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 		$442K Buy
4,328
+479
+12% +$48.2K 0.11% 160
2026
Q1 		$345K Buy
3,849
+208
+6% +$19.7K 0.08% 171
2025
Q4 		$307K Sell
3,641
-142
-4% -$12K 0.1% 168
2025
Q3 		$320K Sell
3,783
-1,678
-31% -$150K 0.1% 183
2025
Q2 		$501K Buy
5,461
+107
+2% +$9.27K 0.12% 171
2025
Q1 		$526K Sell
5,354
-119
-2% -$12.3K 0.14% 160
2024
Q4 		$499K Sell
5,473
-375
-6% -$36.3K 0.13% 164
2024
Q3 		$570K Buy
5,848
+189
+3% +$16.2K 0.14% 156
2024
Q2 		$441K Sell
5,659
-388
-6% -$31.6K 0.12% 174
2024
Q1 		$553K Sell
6,047
-380
-6% -$35.3K 0.15% 159
2023
Q4 		$617K Sell
6,427
-1,773
-22% -$173K 0.18% 139
2023
Q3 		$748K Buy
8,200
+31
+0.4% +$3.04K 0.24% 114
2023
Q2 		$809K Sell
8,169
-109
-1% -$11.3K 0.25% 114
2023
Q1 		$862K Sell
8,278
-99
-1% -$10.3K 0.28% 106
2022
Q4 		$831K Sell
8,377
-48
-0.6% -$4.53K 0.28% 105
2022
Q3 		$710K Sell
8,425
-191
-2% -$16.2K 0.27% 111
2022
Q2 		$658K Buy
8,616
+133
+2% +$10.2K 0.17% 158
2022
Q1 		$772K Buy
+8,483
New +$801K 0.17% 157
2021
Q4 		– Sell
-7,310
Closed -$806K – 695
2021
Q3 		$806K Buy
7,310
+2,589
+55% +$303K 0.19% 143
2021
Q2 		$528K Buy
4,721
+106
+2% +$12K 0.12% 181
2021
Q1 		$504K Buy
4,615
+203
+5% +$21.3K 0.13% 171
2020
Q4 		$472K Buy
+4,412
New +$421K 0.13% 173

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

McDonald Partners's SBUX Position: Q2 2026 in Review

McDonald Partners increased its Starbucks (SBUX) stake by 12% in Q2 2026, buying an estimated $48.2K and bringing the position to 4,328 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #160.

McDonald Partners first reported a position in SBUX in Q4 2020 and has held it in 22 quarters since. The position peaked at $862K in Q1 2023. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • McDonald Partners held 4,328 shares of Starbucks worth $442K as of Q2 2026.
  • McDonald Partners bought 479 Starbucks shares in Q2 2026, an estimated $48.2K.
  • Starbucks made up 0.11% of McDonald Partners's portfolio in Q2 2026, its #160 holding.
  • McDonald Partners first reported a position in Starbucks in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Starbucks position peaked at $862K in Q1 2023.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.