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RD Lewis Holdings’s Starbucks SBUX Stock Holding History

RD Lewis Holdings’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
Q1 		$297K Hold
3,063
– – 0.26% 68
2025
Q4 		$285K Sell
3,063
-20
-0.6% -$1.69K 0.24% 72
2025
Q3 		$269K Sell
3,083
-90
-3% -$8.06K 0.25% 71
2025
Q2 		$289K Sell
3,173
-230
-7% -$19.9K 0.29% 69
2025
Q1 		$288K Sell
3,403
-52
-2% -$5.38K 0.33% 65
2024
Q4 		$388K Buy
+3,455
New +$334K 0.43% 57

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RD Lewis Holdings's SBUX Position: Q1 2026 in Review

RD Lewis Holdings held its Starbucks (SBUX) position steady in Q1 2026 at 3,063 shares worth $297K. The position accounts for 0.26% of the portfolio, ranked #68.

RD Lewis Holdings first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $388K in Q4 2024. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • RD Lewis Holdings held 3,063 shares of Starbucks worth $297K as of Q1 2026.
  • RD Lewis Holdings left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.26% of RD Lewis Holdings's portfolio in Q1 2026, its #68 holding.
  • RD Lewis Holdings first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Starbucks position peaked at $388K in Q4 2024.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.