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Sherman Asset Management’s Starbucks SBUX Stock Holding History

Sherman Asset 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 		$3.37K Sell
33
-538
-94% -$54.2K ﹤0.01% 131
2026
Q1 		$51.2K Sell
571
-1,577
-73% -$149K 0.05% 93
2025
Q4 		$181K Hold
2,148
– – 0.15% 62
2025
Q3 		$182K Hold
2,148
– – 0.16% 58
2025
Q2 		$197K Sell
2,148
-992
-32% -$86K 0.17% 58
2025
Q1 		$308K Sell
3,140
-8
-0.3% -$827 0.29% 43
2024
Q4 		$287K Buy
+3,148
New +$305K 0.26% 44

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

Sherman Asset Management's SBUX Position: Q2 2026 in Review

Sherman Asset Management reduced its Starbucks (SBUX) stake by 94% in Q2 2026, selling an estimated $54.2K and leaving 33 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Sherman Asset Management first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q1 2025. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Sherman Asset Management held 33 shares of Starbucks worth $3.37K as of Q2 2026.
  • Sherman Asset Management sold 538 Starbucks shares in Q2 2026, an estimated $54.2K.
  • Starbucks made up ﹤0.01% of Sherman Asset Management's portfolio in Q2 2026, its #131 holding.
  • Sherman Asset Management first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Starbucks position peaked at $308K in Q1 2025.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.