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Means Investment Company’s Starbucks SBUX Stock Holding History

Means Investment Company’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
2021
Q3 		– Sell
-300
Closed -$2K – 210
2021
Q2 		$2K Sell
300
-4,000
-93% -$452K ﹤0.01% 203
2021
Q1 		$11K Buy
4,300
+300
+8% +$31.5K ﹤0.01% 179
2020
Q4 		$11K Buy
+4,000
New +$382K ﹤0.01% 180
2020
Q2 		– Sell
-800
Closed -$1K – 156
2020
Q1 		$1K Buy
+800
New +$64.7K ﹤0.01% 137

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Means Investment Company's SBUX Position: Q1 2026 in Review

Means Investment Company reduced its Starbucks (SBUX) stake by 4.9% in Q1 2026, selling an estimated $77.6K and leaving 15,952 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #72.

Means Investment Company first reported a position in SBUX in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.72M in Q4 2021. 2,337 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Means Investment Company held 15,952 shares of Starbucks worth $1.43M as of Q1 2026.
  • Means Investment Company sold 820 Starbucks shares in Q1 2026, an estimated $77.6K.
  • Starbucks made up 0.12% of Means Investment Company's portfolio in Q1 2026, its #72 holding.
  • Means Investment Company first reported a position in Starbucks in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Starbucks position peaked at $3.72M in Q4 2021.
  • 2,337 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.