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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
Q2 		$287K Sell
2,708
-355
-12% -$35.8K 0.21% 78
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 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

RD Lewis Holdings's SBUX Position: Q2 2026 in Review

RD Lewis Holdings reduced its Starbucks (SBUX) stake by 12% in Q2 2026, selling an estimated $35.8K and leaving 2,708 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #78.

RD Lewis Holdings first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q4 2024. 2,393 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • RD Lewis Holdings held 2,708 shares of Starbucks worth $287K as of Q2 2026.
  • RD Lewis Holdings sold 355 Starbucks shares in Q2 2026, an estimated $35.8K.
  • Starbucks made up 0.21% of RD Lewis Holdings's portfolio in Q2 2026, its #78 holding.
  • RD Lewis Holdings first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • RD Lewis Holdings's Starbucks position peaked at $388K in Q4 2024.
  • 2,393 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.