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Moody Lynn & Lieberson’s Starbucks SBUX Stock Holding History

Moody Lynn & Lieberson’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 		$844K Sell
8,262
-11
-0.1% -$1.11K 0.04% 135
2026
Q1 		$741K Sell
8,273
-24
-0.3% -$2.27K 0.04% 134
2025
Q4 		$699K Buy
8,297
+41
+0.5% +$3.46K 0.04% 146
2025
Q3 		$698K Sell
8,256
-44
-0.5% -$3.94K 0.04% 147
2025
Q2 		$761K Buy
8,300
+85
+1% +$7.37K 0.04% 138
2025
Q1 		$806K Sell
8,215
-116
-1% -$12K 0.05% 133
2024
Q4 		$760K Buy
8,331
+16
+0.2% +$1.55K 0.05% 134
2024
Q3 		$811K Sell
8,315
-226
-3% -$19.4K 0.05% 140
2024
Q2 		$665K Sell
8,541
-195
-2% -$15.9K 0.04% 142
2024
Q1 		$798K Hold
8,736
– – 0.05% 129
2023
Q4 		$839K Hold
8,736
– – 0.06% 127
2023
Q3 		$797K Sell
8,736
-126
-1% -$12.4K 0.07% 115
2023
Q2 		$878K Sell
8,862
-311
-3% -$32.3K 0.07% 115
2023
Q1 		$955K Hold
9,173
– – 0.09% 112
2022
Q4 		$909K Buy
9,173
+179
+2% +$16.9K 0.08% 112
2022
Q3 		$758K Sell
8,994
-80
-0.9% -$6.8K 0.07% 117
2022
Q2 		$693K Sell
9,074
-330
-4% -$25.3K 0.06% 126
2022
Q1 		$855K Sell
9,404
-1
-0% -$94 0.06% 121
2021
Q4 		$1.1M Buy
9,405
+491
+6% +$55.4K 0.07% 116
2021
Q3 		$983K Sell
8,914
-8
-0.1% -$937 0.07% 117
2021
Q2 		$998K Buy
8,922
+60
+0.7% +$6.78K 0.08% 116
2021
Q1 		$968K Buy
8,862
+436
+5% +$45.8K 0.08% 111
2020
Q4 		$901K Hold
8,426
– – 0.08% 116
2020
Q3 		$724K Buy
8,426
+57
+0.7% +$4.55K 0.07% 116
2020
Q2 		$616K Sell
8,369
-124
-1% -$9.32K 0.07% 116
2020
Q1 		$558 Buy
8,493
+161
+2% +$13K 0.08% 102
2019
Q4 		$733K Buy
8,332
+124
+2% +$10.6K 0.07% 128
2019
Q3 		$726K Buy
8,208
+100
+1% +$9.27K 0.08% 113
2019
Q2 		$680K Hold
8,108
– – 0.07% 127
2019
Q1 		$603K Sell
8,108
-223
-3% -$15.3K 0.07% 128
2018
Q4 		$537K Buy
8,331
+204
+3% +$12.8K 0.07% 126
2018
Q3 		$462K Sell
8,127
-70
-0.9% -$3.7K 0.05% 162
2018
Q2 		$400K Hold
8,197
– – 0.05% 174
2018
Q1 		$475K Sell
8,197
-71
-0.9% -$4.1K 0.06% 155
2017
Q4 		$473K Sell
8,268
-139
-2% -$7.87K 0.05% 172
2017
Q3 		$452K Sell
8,407
-9,938
-54% -$551K 0.06% 164
2017
Q2 		$1.07M Buy
+18,345
New +$1.11M 0.14% 96
2016
Q4 		– Sell
-8,427
Closed -$456K – 179
2016
Q3 		$456K Sell
8,427
-84
-1% -$4.7K 0.08% 117
2016
Q2 		$486K Sell
8,511
-50,692
-86% -$2.88M 0.09% 103
2016
Q1 		$3.53M Sell
59,203
-68,771
-54% -$4M 0.56% 60
2015
Q4 		$7.68M Sell
127,974
-45,356
-26% -$2.76M 1.21% 26
2015
Q3 		$9.85M Buy
173,330
+96,068
+124% +$5.38M 1.89% 16
2015
Q2 		$4.14M Sell
77,262
-90,622
-54% -$4.6M 0.66% 53
2015
Q1 		$3.98M Buy
167,884
+74,804
+80% +$3.36M 0.63% 54
2014
Q4 		$3.82M Buy
+93,080
New +$3.64M 0.54% 63
2014
Q3 		– Sell
-5,550
Closed -$215K – 209
2014
Q2 		$215K Sell
5,550
-16
-0.3% -$581 0.03% 188
2014
Q1 		$204K Sell
5,566
-193,708
-97% -$7.16M 0.03% 190
2013
Q4 		$7.81M Buy
199,274
+13,724
+7% +$543K 1.06% 37
2013
Q3 		$7.14M Buy
185,550
+120,518
+185% +$4.33M 1.1% 32
2013
Q2 		$2.13M Buy
+65,032
New +$2.02M 0.37% 72

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Moody Lynn & Lieberson's SBUX Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Starbucks (SBUX) stake by 0.13% in Q2 2026, selling an estimated $1.11K and leaving 8,262 shares worth $844K. The position accounts for 0.04% of the portfolio, ranked #135.

Moody Lynn & Lieberson first reported a position in SBUX in Q2 2013 and has held it in 50 quarters since. The position peaked at $9.85M in Q3 2015. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Moody Lynn & Lieberson held 8,262 shares of Starbucks worth $844K as of Q2 2026.
  • Moody Lynn & Lieberson sold 11 Starbucks shares in Q2 2026, an estimated $1.11K.
  • Starbucks made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #135 holding.
  • Moody Lynn & Lieberson first reported a position in Starbucks in Q2 2013 and has held it in 50 quarters since.
  • Moody Lynn & Lieberson's Starbucks position peaked at $9.85M in Q3 2015.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.