NWAM LLC’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.22M Sell
51,099
-5,945
-10% -$599K 0.26% 90
2026
Q1
$5.11M Sell
57,044
-2,089
-4% -$198K 0.29% 84
2025
Q4
$5.46M Sell
59,133
-1,101
-2% -$92.9K 0.3% 78
2025
Q3
$5.09M Sell
60,234
-622
-1% -$55.7K 0.28% 90
2025
Q2
$5.48M Sell
60,856
-2,952
-5% -$256K 0.32% 74
2025
Q1
$6.26M Sell
63,808
-252
-0.4% -$26.1K 0.54% 31
2024
Q4
$5.85M Buy
64,060
+192
+0.3% +$18.6K 0.36% 61
2024
Q3
$6.23M Buy
+63,868
New +$5.48M 0.38% 53
2024
Q2
Sell
-65,987
Closed -$5.26M 438
2024
Q1
$5.26M Sell
65,987
-1,125
-2% -$105K 0.42% 46
2023
Q4
$6.44M Buy
67,112
+24,903
+59% +$2.42M 0.52% 40
2023
Q3
$3.85M Sell
42,209
-26,188
-38% -$2.57M 0.39% 61
2023
Q2
$6.78M Buy
68,397
+8,690
+15% +$902K 0.56% 32
2023
Q1
$6.22M Sell
59,707
-9,193
-13% -$957K 0.63% 23
2022
Q4
$6.83M Buy
68,900
+2,338
+4% +$221K 0.61% 26
2022
Q3
$5.61M Sell
66,562
-802
-1% -$68.1K 0.54% 37
2022
Q2
$5.28M Sell
67,364
-1,798
-3% -$138K 0.49% 44
2022
Q1
$6.29M Sell
69,162
-789
-1% -$74.5K 0.48% 45
2021
Q4
$8.18M Buy
69,951
+2,488
+4% +$281K 0.65% 28
2021
Q3
$7.44M Sell
67,463
-2,295
-3% -$269K 0.67% 25
2021
Q2
$7.8M Sell
69,758
-745
-1% -$84.2K 0.72% 23
2021
Q1
$7.7M Sell
70,503
-667
-0.9% -$70K 0.77% 19
2020
Q4
$7.61M Buy
71,170
+91
+0.1% +$8.69K 0.87% 17
2020
Q3
$6.11M Sell
71,079
-2,052
-3% -$164K 1.01% 19
2020
Q2
$5.38M Sell
73,131
-2,062
-3% -$155K 0.75% 22
2020
Q1
$4.94K Sell
75,193
-11,879
-14% -$961K 0.13% 51
2019
Q4
$7.66M Sell
87,072
-1,254
-1% -$107K 1.32% 13
2019
Q3
$7.81M Sell
88,326
-308
-0.3% -$28.6K 1.46% 11
2019
Q2
$7.43M Sell
88,634
-3,685
-4% -$289K 1.48% 13
2019
Q1
$6.86M Buy
92,319
+165
+0.2% +$11.3K 1.48% 14
2018
Q4
$5.93M Buy
92,154
+5,653
+7% +$354K 1.52% 14
2018
Q3
$4.92M Sell
86,501
-1,843
-2% -$97.4K 1.11% 19
2018
Q2
$4.32M Buy
88,344
+4,127
+5% +$234K 1.02% 20
2018
Q1
$4.88M Sell
84,217
-2,787
-3% -$161K 1.23% 18
2017
Q4
$5M Sell
87,004
-31
-0% -$1.75K 1.27% 17
2017
Q3
$4.67M Sell
87,035
-2,669
-3% -$148K 1.22% 18
2017
Q2
$5.23M Sell
89,704
-9,522
-10% -$576K 0.91% 16
2017
Q1
$5.79M Buy
99,226
+3,403
+4% +$193K 1.77% 11
2016
Q4
$5.32M Buy
95,823
+4,108
+4% +$228K 1.76% 11
2016
Q3
$4.96M Buy
91,715
+5,087
+6% +$284K 0.38% 17
2016
Q2
$4.95M Buy
86,628
+3,293
+4% +$187K 1.94% 11
2016
Q1
$4.97M Sell
83,335
-3,383
-4% -$197K 1.97% 12
2015
Q4
$5.21M Buy
86,718
+718
+0.8% +$43.7K 2.12% 8
2015
Q3
$4.88M Buy
86,000
+1,000
+1% +$56K 4.05% 6
2015
Q2
$4.56M Sell
85,000
-1,602
-2% -$81.3K 1.91% 9
2015
Q1
$4.1M Buy
86,602
+4,464
+5% +$201K 1.75% 13
2014
Q4
$3.37M Sell
82,138
-190,284
-70% -$7.43M 1.47% 15
2014
Q3
$5.32M Buy
272,422
+121,944
+81% +$4.72M 1.9% 8
2014
Q2
$5.82M Buy
150,478
+536
+0.4% +$19.5K 1.81% 6
2014
Q1
$5.5M Buy
149,942
+39,824
+36% +$1.47M 1.89% 5
2013
Q4
$3.81M Sell
110,118
-107,978
-50% -$4.27M 2.02% 8
2013
Q3
$4.26M Sell
218,096
-36,898
-14% -$1.33M 2.07% 5
2013
Q2
$4.36M Buy
+254,994
New +$7.92M 2.2% 4

Other funds holding SBUX

NWAM LLC's SBUX Position: Q2 2026 in Review

NWAM LLC reduced its Starbucks (SBUX) stake by 10% in Q2 2026, selling an estimated $599K and leaving 51,099 shares worth $5.22M. The position accounts for 0.26% of the portfolio, ranked #90.

NWAM LLC first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.18M in Q4 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • NWAM LLC held 51,099 shares of Starbucks worth $5.22M as of Q2 2026.
  • NWAM LLC sold 5,945 Starbucks shares in Q2 2026, an estimated $599K.
  • Starbucks made up 0.26% of NWAM LLC's portfolio in Q2 2026, its #90 holding.
  • NWAM LLC first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • NWAM LLC's Starbucks position peaked at $8.18M in Q4 2021.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.