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Midwest Trust’s Starbucks SBUX Stock Holding History

Midwest Trust’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 		$21.4M Sell
209,767
-4,631
-2% -$466K 0.24% 99
2026
Q1 		$19.2M Buy
214,398
+13,407
+7% +$1.27M 0.24% 105
2025
Q4 		$16.9M Buy
200,991
+8,408
+4% +$709K 0.21% 110
2025
Q3 		$16.3M Buy
192,583
+88
+0% +$7.88K 0.21% 109
2025
Q2 		$17.6M Buy
+192,495
New +$16.7M 0.24% 105

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

Midwest Trust's SBUX Position: Q2 2026 in Review

Midwest Trust reduced its Starbucks (SBUX) stake by 2.2% in Q2 2026, selling an estimated $466K and leaving 209,767 shares worth $21.4M. The position accounts for 0.24% of the portfolio, ranked #99.

Midwest Trust first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Midwest Trust held 209,767 shares of Starbucks worth $21.4M as of Q2 2026.
  • Midwest Trust sold 4,631 Starbucks shares in Q2 2026, an estimated $466K.
  • Starbucks made up 0.24% of Midwest Trust's portfolio in Q2 2026, its #99 holding.
  • Midwest Trust first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.