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NEOS Investment Management’s Starbucks SBUX Stock Holding History

NEOS 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 		$88.8M Buy
868,907
+91,192
+12% +$9.18M 0.33% 52
2026
Q1 		$69.7M Buy
777,715
+155,366
+25% +$14.7M 0.35% 51
2025
Q4 		$52.4M Buy
622,349
+119,408
+24% +$10.1M 0.3% 60
2025
Q3 		$42.5M Buy
502,941
+188,682
+60% +$16.9M 0.32% 61
2025
Q2 		$28.8M Buy
314,259
+111,655
+55% +$9.68M 0.36% 56
2025
Q1 		$19.9M Buy
202,604
+54,548
+37% +$5.64M 0.38% 49
2024
Q4 		$13.5M Buy
148,056
+29,690
+25% +$2.87M 0.32% 58
2024
Q3 		$11.5M Buy
118,366
+21,972
+23% +$1.89M 0.35% 57
2024
Q2 		$7.5M Buy
96,394
+30,262
+46% +$2.46M 0.31% 60
2024
Q1 		$6.04M Buy
66,132
+12,501
+23% +$1.16M 0.37% 47
2023
Q4 		$5.15M Buy
53,631
+2,269
+4% +$221K 0.49% 41
2023
Q3 		$4.69M Buy
+51,362
New +$5.04M 0.6% 32

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

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

NEOS Investment Management increased its Starbucks (SBUX) stake by 12% in Q2 2026, buying an estimated $9.18M and bringing the position to 868,907 shares worth $88.8M. The position accounts for 0.33% of the portfolio, ranked #52.

NEOS Investment Management first reported a position in SBUX in Q3 2023 and has held it in 12 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • NEOS Investment Management held 868,907 shares of Starbucks worth $88.8M as of Q2 2026.
  • NEOS Investment Management bought 91,192 Starbucks shares in Q2 2026, an estimated $9.18M.
  • Starbucks made up 0.33% of NEOS Investment Management's portfolio in Q2 2026, its #52 holding.
  • NEOS Investment Management first reported a position in Starbucks in Q3 2023 and has held it in 12 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.