Monetta Financial Services’s Starbucks SBUX Stock Holding History

Monetta 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 Q1	$1.25M	Buy	+14,000	New	+$1.32M	0.97%	38
2023 Q3	–	Sell	-8,500	Closed	-$842K	–	56
2023 Q2	$842K	Sell	8,500 -2,000	-19%	-$208K	0.82%	37
2023 Q1	$1.09M	Hold	10,500	–	–	1.17%	17
2022 Q4	$1.04M	Hold	10,500	–	–	1.2%	15
2022 Q3	$885K	Buy	+10,500	New	+$892K	1.01%	21
2022 Q2	–	Sell	-5,000	Closed	-$455K	–	74
2022 Q1	$455K	Buy	+5,000	New	+$472K	0.38%	52
2020 Q1	–	Sell	-10,000	Closed	-$879K	–	45
2019 Q4	$879K	Hold	10,000	–	–	0.66%	31
2019 Q3	$884K	Sell	10,000 -8,500	-46%	-$788K	0.64%	31
2019 Q2	$1.55M	Hold	18,500	–	–	1.06%	21
2019 Q1	$1.38M	Hold	18,500	–	–	0.99%	23
2018 Q4	$1.19M	Hold	18,500	–	–	0.93%	27
2018 Q3	$1.05M	Buy	+18,500	New	+$978K	0.64%	28
2018 Q1	–	Sell	-23,000	Closed	-$1.32M	–	55
2017 Q4	$1.32M	Buy	+23,000	New	+$1.3M	0.68%	33
2016 Q2	–	Sell	-23,500	Closed	-$1.4M	–	96
2016 Q1	$1.4M	Hold	23,500	–	–	0.87%	43
2015 Q4	$1.41M	Buy	23,500 +11,500	+96%	+$700K	0.83%	43
2015 Q3	$682K	Hold	12,000	–	–	0.42%	51
2015 Q2	$643K	Buy	+12,000	New	+$609K	0.37%	48
2014 Q4	–	Sell	-30,000	Closed	-$1.13M	–	66
2014 Q3	$1.13M	Sell	30,000 -26,000	-46%	-$1.01M	0.59%	46
2014 Q2	$2.17M	Buy	56,000 +30,000	+115%	+$1.09M	1.14%	36
2014 Q1	$954K	Buy	+26,000	New	+$962K	0.52%	59

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monetta Financial Services's SBUX Position: Q1 2026 in Review

Monetta Financial Services opened a new position in Starbucks (SBUX) in Q1 2026: 14,000 shares worth $1.25M. The stake represents 0.97% of the portfolio and ranks #38 among its holdings. This is a return to the name: Monetta Financial Services previously reported a position in SBUX as recently as Q2 2023.

Monetta Financial Services first reported a position in SBUX in Q1 2014 and has held it in 20 quarters since. The position peaked at $2.17M in Q2 2014. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Monetta Financial Services held 14,000 shares of Starbucks worth $1.25M as of Q1 2026.
Starbucks was a new Monetta Financial Services position in Q1 2026.
Starbucks made up 0.97% of Monetta Financial Services's portfolio in Q1 2026, its #38 holding.
Monetta Financial Services first reported a position in Starbucks in Q1 2014 and has held it in 20 quarters since.
Monetta Financial Services's Starbucks position peaked at $2.17M in Q2 2014.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.