Syntax Research’s Starbucks SBUX Stock Holding History

Syntax Research’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	$30.7K	Hold	300	–	–	0.02%	109
2026 Q1	$26.9K	Hold	300	–	–	0.02%	114
2025 Q4	$25.3K	Hold	300	–	–	0.02%	113
2025 Q3	$25.4K	Hold	300	–	–	0.02%	111
2025 Q2	$27.5K	Hold	300	–	–	0.02%	99
2025 Q1	$29.4K	Hold	300	–	–	0.02%	98
2024 Q4	$27.4K	Hold	300	–	–	0.02%	105
2024 Q3	$29.2K	Hold	300	–	–	0.02%	108
2024 Q2	$23.4K	Hold	300	–	–	0.02%	105
2024 Q1	$27.4K	Hold	300	–	–	0.02%	104
2023 Q4	$28.8K	Hold	300	–	–	0.02%	104
2023 Q3	$27.4K	Buy	+300	New	+$29.4K	0.02%	110

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

Syntax Research's SBUX Position: Q2 2026 in Review

Syntax Research held its Starbucks (SBUX) position steady in Q2 2026 at 300 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #109.

Syntax Research first reported a position in SBUX in Q3 2023 and has held it in 12 quarters since. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Syntax Research held 300 shares of Starbucks worth $30.7K as of Q2 2026.
Syntax Research left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.02% of Syntax Research's portfolio in Q2 2026, its #109 holding.
Syntax Research first reported a position in Starbucks in Q3 2023 and has held it in 12 quarters since.
2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.