Morton Capital Management’s Starbucks SBUX Stock Holding History

Morton Capital Management’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	$346K	Buy	3,388 +777	+30%	+$78.3K	0.05%	107
2026 Q1	$234K	Buy	2,611 +13	+0.5%	+$1.23K	0.03%	117
2025 Q4	$219K	Buy	2,598 +24	+0.9%	+$2.02K	0.03%	119
2025 Q3	$218K	Sell	2,574 -4,616	-64%	-$413K	0.04%	123
2025 Q2	$659K	Buy	7,190 +534	+8%	+$46.3K	0.12%	58
2025 Q1	$653K	Sell	6,656 -115	-2%	-$11.9K	0.13%	57
2024 Q4	$618K	Buy	6,771 +4,003	+145%	+$387K	0.12%	62
2024 Q3	$270K	Buy	+2,768	New	+$237K	0.05%	86
2022 Q1	–	Sell	-2,617	Closed	-$306K	–	94
2021 Q4	$306K	Buy	+2,617	New	+$295K	0.12%	65

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morton Capital Management's SBUX Position: Q2 2026 in Review

Morton Capital Management increased its Starbucks (SBUX) stake by 30% in Q2 2026, buying an estimated $78.3K and bringing the position to 3,388 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #107.

Morton Capital Management first reported a position in SBUX in Q4 2021 and has held it in 9 quarters since. The position peaked at $659K in Q2 2025. 632 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Morton Capital Management held 3,388 shares of Starbucks worth $346K as of Q2 2026.
Morton Capital Management bought 777 Starbucks shares in Q2 2026, an estimated $78.3K.
Starbucks made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #107 holding.
Morton Capital Management first reported a position in Starbucks in Q4 2021 and has held it in 9 quarters since.
Morton Capital Management's Starbucks position peaked at $659K in Q2 2025.
632 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.