Pinnacle Associates’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.52M Sell
39,291
-726
-2% -$68.7K 0.05% 310
2025
Q4
$3.37M Sell
40,017
-6,136
-13% -$518K 0.04% 307
2025
Q3
$3.9M Sell
46,153
-2,597
-5% -$232K 0.05% 283
2025
Q2
$4.47M Sell
48,750
-9,946
-17% -$862K 0.06% 255
2025
Q1
$5.76M Sell
58,696
-98,337
-63% -$10.2M 0.08% 218
2024
Q4
$14.3M Sell
157,033
-79,252
-34% -$7.67M 0.19% 111
2024
Q3
$22.7M Buy
236,285
+54,468
+30% +$4.67M 0.39% 68
2024
Q2
$14.2M Sell
181,817
-56,825
-24% -$4.63M 0.22% 109
2024
Q1
$21.8M Buy
238,642
+2,357
+1% +$219K 0.34% 78
2023
Q4
$22.7M Sell
236,285
-3,816
-2% -$371K 0.38% 69
2023
Q3
$21.9M Buy
240,101
+9,897
+4% +$971K 0.41% 68
2023
Q2
$22.8M Sell
230,204
-17,768
-7% -$1.84M 0.4% 71
2023
Q1
$25.8M Sell
247,972
-1,922
-0.8% -$200K 0.53% 48
2022
Q4
$24.8M Sell
249,894
-2,053
-0.8% -$194K 0.54% 49
2022
Q3
$21.2M Sell
251,947
-6,213
-2% -$528K 0.49% 49
2022
Q2
$19.7M Buy
258,160
+24,149
+10% +$1.85M 0.43% 63
2022
Q1
$21.3M Buy
234,011
+106,540
+84% +$10.1M 0.38% 73
2021
Q4
$14.9M Buy
127,471
+3,706
+3% +$418K 0.26% 114
2021
Q3
$13.7M Sell
123,765
-4,925
-4% -$577K 0.25% 113
2021
Q2
$14.4M Buy
128,690
+1,969
+2% +$223K 0.26% 113
2021
Q1
$13.8M Sell
126,721
-4,003
-3% -$420K 0.26% 107
2020
Q4
$14M Sell
130,724
-20,299
-13% -$1.94M 0.28% 101
2020
Q3
$13M Buy
151,023
+87,528
+138% +$6.98M 0.31% 91
2020
Q2
$4.67M Buy
63,495
+25,697
+68% +$1.93M 0.12% 182
2020
Q1
$2.48M Buy
37,798
+20,761
+122% +$1.68M 0.08% 235
2019
Q4
$1.5M Buy
17,037
+1,912
+13% +$163K 0.03% 340
2019
Q3
$1.34M Buy
15,125
+2,449
+19% +$227K 0.03% 357
2019
Q2
$1.06M Buy
12,676
+1,987
+19% +$156K 0.02% 397
2019
Q1
$795K Sell
10,689
-1,356
-11% -$93.2K 0.02% 455
2018
Q4
$776K Sell
12,045
-203
-2% -$12.7K 0.02% 435
2018
Q3
$696K Buy
12,248
+126
+1% +$6.66K 0.01% 473
2018
Q2
$592K Sell
12,122
-37,593
-76% -$2.13M 0.01% 498
2018
Q1
$2.88M Sell
49,715
-807
-2% -$46.7K 0.06% 266
2017
Q4
$2.9M Sell
50,522
-10,337
-17% -$585K 0.06% 264
2017
Q3
$3.27M Sell
60,859
-829
-1% -$45.9K 0.06% 255
2017
Q2
$3.6M Buy
61,688
+228
+0.4% +$13.8K 0.07% 241
2017
Q1
$3.59M Sell
61,460
-6,921
-10% -$392K 0.07% 248
2016
Q4
$3.8M Sell
68,381
-480
-0.7% -$26.6K 0.08% 236
2016
Q3
$3.73M Buy
68,861
+1,609
+2% +$90K 0.07% 234
2016
Q2
$3.84M Buy
67,252
+4,269
+7% +$243K 0.08% 229
2016
Q1
$3.76M Sell
62,983
-2,580
-4% -$150K 0.08% 224
2015
Q4
$3.94M Sell
65,563
-15,455
-19% -$941K 0.08% 208
2015
Q3
$4.61M Buy
81,018
+569
+0.7% +$31.9K 0.1% 195
2015
Q2
$4.31M Sell
80,449
-419
-0.5% -$21.3K 0.08% 215
2015
Q1
$3.83M Sell
80,868
-100
-0.1% -$4.49K 0.07% 223
2014
Q4
$3.32M Buy
80,968
+1,782
+2% +$69.6K 0.07% 233
2014
Q3
$2.99M Buy
79,186
+1,974
+3% +$76.3K 0.06% 239
2014
Q2
$2.99M Buy
77,212
+1,300
+2% +$47.2K 0.06% 242
2014
Q1
$2.79M Buy
75,912
+2,552
+3% +$94.4K 0.05% 245
2013
Q4
$2.88M Buy
73,360
+966
+1% +$38.2K 0.06% 245
2013
Q3
$2.79M Sell
72,394
-11,050
-13% -$397K 0.06% 237
2013
Q2
$2.73M Buy
+83,444
New +$2.59M 0.06% 238

Other funds holding SBUX

Pinnacle Associates's SBUX Position: Q1 2026 in Review

Pinnacle Associates reduced its Starbucks (SBUX) stake by 1.8% in Q1 2026, selling an estimated $68.7K and leaving 39,291 shares worth $3.52M. The position accounts for 0.05% of the portfolio, ranked #310.

Pinnacle Associates first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.8M in Q1 2023. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Pinnacle Associates held 39,291 shares of Starbucks worth $3.52M as of Q1 2026.
  • Pinnacle Associates sold 726 Starbucks shares in Q1 2026, an estimated $68.7K.
  • Starbucks made up 0.05% of Pinnacle Associates's portfolio in Q1 2026, its #310 holding.
  • Pinnacle Associates first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's Starbucks position peaked at $25.8M in Q1 2023.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.