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Schnieders Capital Management’s Starbucks SBUX Stock Holding History

Schnieders Capital 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 		$318K Buy
+3,116
New +$314K 0.04% 190
2025
Q4 		– Sell
-3,636
Closed -$308K – 226
2025
Q3 		$308K Sell
3,636
-6
-0.2% -$537 0.05% 181
2025
Q2 		$334K Buy
3,642
+1,164
+47% +$101K 0.06% 170
2025
Q1 		$243K Hold
2,478
– – 0.05% 177
2024
Q4 		$226K Sell
2,478
-510
-17% -$49.3K 0.04% 186
2024
Q3 		$291K Buy
+2,988
New +$256K 0.06% 173
2024
Q2 		– Sell
-4,133
Closed -$378K – 210
2024
Q1 		$378K Buy
4,133
+50
+1% +$4.65K 0.08% 143
2023
Q4 		$392K Sell
4,083
-550
-12% -$53.5K 0.09% 137
2023
Q3 		$423K Sell
4,633
-2,920
-39% -$287K 0.09% 121
2023
Q2 		$748K Sell
7,553
-380
-5% -$39.4K 0.16% 93
2023
Q1 		$826K Sell
7,933
-700
-8% -$72.9K 0.19% 89
2022
Q4 		$856K Buy
+8,633
New +$815K 0.2% 84
2022
Q2 		– Sell
-2,361
Closed -$215K – 196
2022
Q1 		$215K Sell
2,361
-1,521
-39% -$144K 0.05% 190
2021
Q4 		$454K Buy
3,882
+250
+7% +$28.2K 0.11% 127
2021
Q3 		$401K Buy
3,632
+12
+0.3% +$1.41K 0.11% 129
2021
Q2 		$405K Buy
3,620
+253
+8% +$28.6K 0.11% 134
2021
Q1 		$368K Sell
3,367
-303
-8% -$31.8K 0.11% 137
2020
Q4 		$393K Hold
3,670
– – 0.13% 117
2020
Q3 		$315K Hold
3,670
– – 0.12% 124
2020
Q2 		$270K Buy
+3,670
New +$276K 0.11% 137
2017
Q3 		– Sell
-3,875
Closed -$226K – 154
2017
Q2 		$226K Hold
3,875
– – 0.11% 139
2017
Q1 		$226K Buy
+3,875
New +$219K 0.11% 136
2016
Q4 		– Sell
-4,150
Closed -$225K – 150
2016
Q3 		$225K Hold
4,150
– – 0.13% 124
2016
Q2 		$237K Sell
4,150
-50
-1% -$2.84K 0.13% 124
2016
Q1 		$251K Buy
+4,200
New +$245K 0.15% 113

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

Schnieders Capital Management's SBUX Position: Q2 2026 in Review

Schnieders Capital Management opened a new position in Starbucks (SBUX) in Q2 2026: 3,116 shares worth $318K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings. This is a return to the name: Schnieders Capital Management previously reported a position in SBUX as recently as Q3 2025.

Schnieders Capital Management first reported a position in SBUX in Q1 2016 and has held it in 25 quarters since. The position peaked at $856K in Q4 2022. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Schnieders Capital Management held 3,116 shares of Starbucks worth $318K as of Q2 2026.
  • Starbucks was a new Schnieders Capital Management position in Q2 2026.
  • Starbucks made up 0.04% of Schnieders Capital Management's portfolio in Q2 2026, its #190 holding.
  • Schnieders Capital Management first reported a position in Starbucks in Q1 2016 and has held it in 25 quarters since.
  • Schnieders Capital Management's Starbucks position peaked at $856K in Q4 2022.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.