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Plato Investment Management’s Starbucks SBUX Stock Holding History

Plato 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 		$1.61M Buy
15,823
+1,313
+9% +$132K 0.09% 206
2026
Q1 		$1.3M Hold
14,510
– – 0.09% 230
2025
Q4 		$1.23M Hold
14,510
– – 0.08% 235
2025
Q3 		$1.22M Hold
14,510
– – 0.08% 240
2025
Q2 		$1.32M Buy
14,510
+8
+0.1% +$693 0.1% 214
2025
Q1 		$1.44M Buy
14,502
+51
+0.4% +$5.27K 0.12% 186
2024
Q4 		$1.32M Hold
14,451
– – 0.1% 220
2024
Q3 		$1.41M Buy
14,451
+403
+3% +$34.6K 0.11% 196
2024
Q2 		$1.09M Sell
14,048
-13,460
-49% -$1.1M 0.1% 194
2024
Q1 		$2.51M Buy
27,508
+25,943
+1,658% +$2.41M 0.26% 102
2023
Q4 		$150K Buy
+1,565
New +$152K 0.18% 122

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

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

Plato Investment Management increased its Starbucks (SBUX) stake by 9% in Q2 2026, buying an estimated $132K and bringing the position to 15,823 shares worth $1.61M. The position accounts for 0.09% of the portfolio, ranked #206.

Plato Investment Management first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q1 2024. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Plato Investment Management held 15,823 shares of Starbucks worth $1.61M as of Q2 2026.
  • Plato Investment Management bought 1,313 Starbucks shares in Q2 2026, an estimated $132K.
  • Starbucks made up 0.09% of Plato Investment Management's portfolio in Q2 2026, its #206 holding.
  • Plato Investment Management first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Starbucks position peaked at $2.51M in Q1 2024.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.