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MTM Investment Management’s Starbucks SBUX Stock Holding History

MTM Investment 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 		$20.4K Hold
200
– – 0.01% 450
2026
Q1 		$17.9K Hold
200
– – 0.01% 448
2025
Q4 		$16.8K Buy
200
+60
+43% +$5.06K 0.01% 463
2025
Q3 		$11.8K Sell
140
-170
-55% -$15.2K ﹤0.01% 519
2025
Q2 		$28.4K Buy
+310
New +$26.9K 0.01% 398
2021
Q1 		– Sell
-2,187
Closed -$234K – 260
2020
Q4 		$234K Buy
+2,187
New +$209K 0.14% 126

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

MTM Investment Management's SBUX Position: Q2 2026 in Review

MTM Investment Management held its Starbucks (SBUX) position steady in Q2 2026 at 200 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #450.

MTM Investment Management first reported a position in SBUX in Q4 2020 and has held it in 6 quarters since. The position peaked at $234K in Q4 2020. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • MTM Investment Management held 200 shares of Starbucks worth $20.4K as of Q2 2026.
  • MTM Investment Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #450 holding.
  • MTM Investment Management first reported a position in Starbucks in Q4 2020 and has held it in 6 quarters since.
  • MTM Investment Management's Starbucks position peaked at $234K in Q4 2020.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.