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Principal Securities’s Starbucks SBUX Stock Holding History

Principal Securities’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 		$2.98M Sell
29,151
-43,869
-60% -$4.42M 0.04% 408
2026
Q1 		$6.54M Sell
73,020
-2,921
-4% -$276K 0.1% 198
2025
Q4 		$6.39M Sell
75,941
-7,143
-9% -$603K 0.1% 197
2025
Q3 		$7.03M Buy
83,084
+707
+0.9% +$63.3K 0.12% 167
2025
Q2 		$7.55M Buy
82,377
+5,754
+8% +$499K 0.14% 143
2025
Q1 		$6.99M Buy
76,623
+12
+0% +$1.24K 0.16% 129
2024
Q4 		$6.99M Sell
76,611
-1,027
-1% -$99.4K 0.16% 127
2024
Q3 		$7.57M Buy
77,638
+9,308
+14% +$799K 0.18% 101
2024
Q2 		$5.32M Buy
68,330
+12,480
+22% +$1.02M 0.15% 130
2024
Q1 		$5.1M Buy
55,850
+15,029
+37% +$1.4M 0.16% 123
2023
Q4 		$3.92M Buy
+40,821
New +$3.97M 0.15% 138

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

Principal Securities's SBUX Position: Q2 2026 in Review

Principal Securities reduced its Starbucks (SBUX) stake by 60% in Q2 2026, selling an estimated $4.42M and leaving 29,151 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #408.

Principal Securities first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.57M in Q3 2024. 2,391 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Principal Securities held 29,151 shares of Starbucks worth $2.98M as of Q2 2026.
  • Principal Securities sold 43,869 Starbucks shares in Q2 2026, an estimated $4.42M.
  • Starbucks made up 0.04% of Principal Securities's portfolio in Q2 2026, its #408 holding.
  • Principal Securities first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Starbucks position peaked at $7.57M in Q3 2024.
  • 2,391 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.