Stonehearth Capital Management’s Starbucks SBUX Stock Holding History

Stonehearth 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	$211K	Buy	+2,065	New	+$208K	0.07%	88
2025 Q4	–	Sell	-2,556	Closed	-$216K	–	97
2025 Q3	$216K	Hold	2,556	–	–	0.08%	90
2025 Q2	$234K	Hold	2,556	–	–	0.1%	82
2025 Q1	$251K	Hold	2,556	–	–	0.1%	71
2024 Q4	$233K	Hold	2,556	–	–	0.09%	72
2024 Q3	$249K	Sell	2,556 -16	-0.6%	-$1.37K	0.1%	65
2024 Q2	$200K	Hold	2,572	–	–	0.09%	78
2024 Q1	$235K	Sell	2,572 -246	-9%	-$22.9K	0.11%	62
2023 Q4	$271K	Hold	2,818	–	–	0.13%	57
2023 Q3	$257K	Hold	2,818	–	–	0.14%	54
2023 Q2	$279K	Hold	2,818	–	–	0.15%	52
2023 Q1	$293K	Hold	2,818	–	–	0.16%	50
2022 Q4	$280K	Hold	2,818	–	–	0.16%	51
2022 Q3	$237K	Hold	2,818	–	–	0.15%	52
2022 Q2	$223K	Hold	2,818	–	–	0.13%	61
2022 Q1	$256K	Hold	2,818	–	–	0.13%	59
2021 Q4	$330K	Hold	2,818	–	–	0.17%	43
2021 Q3	$311K	Hold	2,818	–	–	0.16%	46
2021 Q2	$315K	Buy	2,818 +278	+11%	+$31.4K	0.16%	49
2021 Q1	$278K	Hold	2,540	–	–	0.15%	51
2020 Q4	$272K	Hold	2,540	–	–	0.15%	47
2020 Q3	$218K	Buy	+2,540	New	+$203K	0.14%	52
2020 Q1	–	Sell	-2,524	Closed	-$222K	–	57
2019 Q4	$222K	Hold	2,524	–	–	0.15%	56
2019 Q3	$223K	Hold	2,524	–	–	0.16%	52
2019 Q2	$212K	Buy	+2,524	New	+$198K	0.16%	52

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stonehearth Capital Management opened a new position in Starbucks (SBUX) in Q2 2026: 2,065 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings. This is a return to the name: Stonehearth Capital Management previously reported a position in SBUX as recently as Q3 2025.

Stonehearth Capital Management first reported a position in SBUX in Q2 2019 and has held it in 25 quarters since. The position peaked at $330K in Q4 2021. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Stonehearth Capital Management held 2,065 shares of Starbucks worth $211K as of Q2 2026.
Starbucks was a new Stonehearth Capital Management position in Q2 2026.
Starbucks made up 0.07% of Stonehearth Capital Management's portfolio in Q2 2026, its #88 holding.
Stonehearth Capital Management first reported a position in Starbucks in Q2 2019 and has held it in 25 quarters since.
Stonehearth Capital Management's Starbucks position peaked at $330K in Q4 2021.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.