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Richards, Merrill & Peterson’s Starbucks SBUX Stock Holding History

Richards, Merrill & Peterson’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 		$1.21M Sell
11,820
-392
-3% -$39.5K 0.38% 65
2026
Q1 		$1.09M Buy
12,212
+236
+2% +$22.3K 0.4% 61
2025
Q4 		$1.01M Buy
11,976
+1,386
+13% +$117K 0.39% 67
2025
Q3 		$896K Sell
10,590
-721
-6% -$64.5K 0.39% 73
2025
Q2 		$1.04M Sell
11,311
-70
-0.6% -$6.07K 0.49% 54
2025
Q1 		$1.12M Sell
11,381
-87
-0.8% -$8.99K 0.58% 49
2024
Q4 		$1.05M Buy
+11,468
New +$1.11M 0.55% 48

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

Richards, Merrill & Peterson's SBUX Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Starbucks (SBUX) stake by 3.2% in Q2 2026, selling an estimated $39.5K and leaving 11,820 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #65.

Richards, Merrill & Peterson first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Richards, Merrill & Peterson held 11,820 shares of Starbucks worth $1.21M as of Q2 2026.
  • Richards, Merrill & Peterson sold 392 Starbucks shares in Q2 2026, an estimated $39.5K.
  • Starbucks made up 0.38% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #65 holding.
  • Richards, Merrill & Peterson first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.