SP Asset Management’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.74M Sell
75,179
-2,513
-3% -$238K 0.59% 33
2025
Q4
$6.54M Sell
77,692
-2,106
-3% -$178K 0.52% 36
2025
Q3
$6.75M Sell
79,798
-338
-0.4% -$30.3K 0.54% 33
2025
Q2
$7.34M Sell
80,136
-3,984
-5% -$345K 0.61% 33
2025
Q1
$8.25M Sell
84,120
-450
-0.5% -$46.5K 0.73% 32
2024
Q4
$7.72M Buy
84,570
+497
+0.6% +$48.1K 0.65% 34
2024
Q3
$8.2M Buy
84,073
+20,293
+32% +$1.74M 0.68% 32
2024
Q2
$4.97M Sell
63,780
-6,659
-9% -$542K 0.45% 43
2024
Q1
$6.44M Buy
70,439
+251
+0.4% +$23.3K 0.6% 37
2023
Q4
$6.74M Buy
70,188
+377
+0.5% +$36.7K 0.69% 33
2023
Q3
$6.37M Buy
69,811
+780
+1% +$76.6K 0.72% 31
2023
Q2
$6.84M Buy
69,031
+364
+0.5% +$37.8K 0.76% 32
2023
Q1
$7.15M Sell
68,667
-1,672
-2% -$174K 0.88% 30
2022
Q4
$6.98M Buy
70,339
+374
+0.5% +$35.3K 0.93% 33
2022
Q3
$5.89M Buy
69,965
+391
+0.6% +$33.2K 0.81% 35
2022
Q2
$5.32M Sell
69,574
-903
-1% -$69.4K 0.68% 41
2022
Q1
$6.41M Buy
70,477
+42
+0.1% +$3.96K 0.69% 36
2021
Q4
$6.96M Sell
70,435
-2,295
-3% -$259K 0.7% 37
2021
Q3
$8.26M Buy
72,730
+268
+0.4% +$31.4K 0.86% 33
2021
Q2
$9.13M Buy
72,462
+271
+0.4% +$30.6K 1% 25
2021
Q1
$8.35M Sell
72,191
-899
-1% -$94.4K 1.04% 24
2020
Q4
$7.78M Buy
73,090
+319
+0.4% +$30.5K 1.07% 21
2020
Q3
$6.59M Buy
72,771
+2,038
+3% +$163K 1.01% 23
2020
Q2
$5.21M Buy
70,733
+3,268
+5% +$246K 1.09% 23
2020
Q1
$4.43M Buy
67,465
+3,088
+5% +$250K 1.21% 21
2019
Q4
$5.66M Buy
64,377
+99
+0.2% +$8.44K 1.3% 20
2019
Q3
$5.68M Buy
64,278
+238
+0.4% +$22.1K 1.46% 18
2019
Q2
$5.37M Sell
64,040
-728
-1% -$57.1K 1.37% 18
2019
Q1
$4.82M Buy
64,768
+402
+0.6% +$27.6K 1.31% 19
2018
Q4
$4.14M Buy
64,366
+2,104
+3% +$132K 1.26% 20
2018
Q3
$3.52M Sell
62,262
-1,378
-2% -$72.9K 1% 26
2018
Q2
$3.13M Buy
+63,640
New +$3.61M 0.86% 27

Other funds holding SBUX

SP Asset Management's SBUX Position: Q1 2026 in Review

SP Asset Management reduced its Starbucks (SBUX) stake by 3.2% in Q1 2026, selling an estimated $238K and leaving 75,179 shares worth $6.74M. The position accounts for 0.59% of the portfolio, ranked #33.

SP Asset Management first reported a position in SBUX in Q2 2018 and has held it in 32 quarters since. The position peaked at $9.13M in Q2 2021. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • SP Asset Management held 75,179 shares of Starbucks worth $6.74M as of Q1 2026.
  • SP Asset Management sold 2,513 Starbucks shares in Q1 2026, an estimated $238K.
  • Starbucks made up 0.59% of SP Asset Management's portfolio in Q1 2026, its #33 holding.
  • SP Asset Management first reported a position in Starbucks in Q2 2018 and has held it in 32 quarters since.
  • SP Asset Management's Starbucks position peaked at $9.13M in Q2 2021.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.