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Synergy Investment Management’s Starbucks SBUX Stock Holding History

Synergy Investment 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 		$27.7K Buy
269
+57
+27% +$5.74K 0.01% 472
2026
Q1 		$19K Buy
+212
New +$20.1K 0.01% 412
2025
Q2 		– Sell
-154
Closed -$15.1K – 462
2025
Q1 		$15.1K Sell
154
-1
-0.6% -$103 0.01% 341
2024
Q4 		$14.1K Buy
+155
New +$15K 0.01% 355

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 $3.38T AUM 44.17% 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

Synergy Investment Management's SBUX Position: Q2 2026 in Review

Synergy Investment Management increased its Starbucks (SBUX) stake by 27% in Q2 2026, buying an estimated $5.74K and bringing the position to 269 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #472.

Synergy Investment Management first reported a position in SBUX in Q4 2024 and has held it in 4 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Synergy Investment Management held 269 shares of Starbucks worth $27.7K as of Q2 2026.
  • Synergy Investment Management bought 57 Starbucks shares in Q2 2026, an estimated $5.74K.
  • Starbucks made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #472 holding.
  • Synergy Investment Management first reported a position in Starbucks in Q4 2024 and has held it in 4 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.