Trillium 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
$15.4M Sell
172,167
-2,114
-1% -$200K 0.51% 64
2025
Q4
$14.8M Sell
174,281
-10,146
-6% -$856K 0.45% 68
2025
Q3
$15.6M Sell
184,427
-5,816
-3% -$521K 0.41% 72
2025
Q2
$17.4M Sell
190,243
-9,814
-5% -$850K 0.47% 71
2025
Q1
$19.6M Sell
200,057
-35,384
-15% -$3.66M 0.56% 59
2024
Q4
$21.5M Sell
235,441
-15,289
-6% -$1.48M 0.56% 58
2024
Q3
$24.4M Sell
250,730
-31,696
-11% -$2.72M 0.6% 54
2024
Q2
$22M Sell
282,426
-11,234
-4% -$915K 0.56% 56
2024
Q1
$26.8M Sell
293,660
-40,116
-12% -$3.73M 0.68% 50
2023
Q4
$32M Sell
333,776
-9,153
-3% -$891K 0.87% 41
2023
Q3
$31.3M Sell
342,929
-3,619
-1% -$355K 0.94% 34
2023
Q2
$34.3M Sell
346,548
-77,692
-18% -$8.06M 0.96% 31
2023
Q1
$48.3M Sell
424,240
-75,458
-15% -$7.85M 1.41% 17
2022
Q4
$49.6M Sell
499,698
-10,241
-2% -$966K 1.53% 13
2022
Q3
$43M Sell
509,939
-40,050
-7% -$3.4M 1.41% 12
2022
Q2
$42.4M Buy
549,989
+30,847
+6% +$2.37M 1.3% 18
2022
Q1
$47.2M Buy
519,142
+62,467
+14% +$5.89M 1.26% 16
2021
Q4
$53.4M Buy
456,675
+14,054
+3% +$1.58M 1.25% 17
2021
Q3
$48.8M Buy
442,621
+15,462
+4% +$1.81M 1.29% 16
2021
Q2
$47.7M Buy
427,159
+51,944
+14% +$5.87M 1.32% 14
2021
Q1
$41M Buy
375,215
+47,474
+14% +$4.98M 1.29% 15
2020
Q4
$35.1M Buy
327,741
+11,135
+4% +$1.06M 1.26% 22
2020
Q3
$27.2M Sell
316,606
-954
-0.3% -$76.1K 1.15% 25
2020
Q2
$23.4M Buy
317,560
+210
+0.1% +$15.8K 1% 29
2020
Q1
$20.9M Buy
317,350
+78,837
+33% +$6.38M 1.1% 23
2019
Q4
$21M Sell
238,513
-1,629
-0.7% -$139K 0.93% 29
2019
Q3
$21.2M Sell
240,142
-22,860
-9% -$2.12M 0.99% 27
2019
Q2
$22M Sell
263,002
-49,988
-16% -$3.92M 1.06% 25
2019
Q1
$23.3M Sell
312,990
-70,060
-18% -$4.82M 1.18% 20
2018
Q4
$24.7M Sell
383,050
-36,937
-9% -$2.31M 1.42% 13
2018
Q3
$23.9M Buy
419,987
+3,032
+0.7% +$160K 1.19% 20
2018
Q2
$20.4M Buy
416,955
+13,376
+3% +$759K 1.09% 23
2018
Q1
$23.4M Buy
403,579
+5,200
+1% +$301K 1.29% 16
2017
Q4
$22.9M Buy
398,379
+20,225
+5% +$1.14M 1.26% 16
2017
Q3
$20.3M Buy
378,154
+50,638
+15% +$2.81M 1.16% 18
2017
Q2
$19.1M Buy
327,516
+61,864
+23% +$3.74M 1.14% 21
2017
Q1
$15.5M Buy
265,652
+17,128
+7% +$969K 0.99% 30
2016
Q4
$13.8M Buy
248,524
+15,693
+7% +$869K 0.91% 40
2016
Q3
$12.6M Buy
232,831
+151,172
+185% +$8.45M 0.81% 50
2016
Q2
$4.66M Sell
81,659
-4,738
-5% -$269K 0.31% 108
2016
Q1
$5.16M Sell
86,397
-376
-0.4% -$21.9K 0.34% 98
2015
Q4
$5.21M Sell
86,773
-874
-1% -$53.2K 0.35% 97
2015
Q3
$4.98M Buy
87,647
+3,323
+4% +$186K 0.35% 101
2015
Q2
$4.52M Sell
84,324
-938
-1% -$47.6K 0.29% 117
2015
Q1
$4.04M Buy
85,262
+1,734
+2% +$77.9K 0.26% 118
2014
Q4
$3.43M Buy
83,528
+1,064
+1% +$41.6K 0.23% 129
2014
Q3
$3.11M Buy
82,464
+2,172
+3% +$84K 0.27% 112
2014
Q2
$3.11M Sell
80,292
-8,588
-10% -$312K 0.27% 112
2014
Q1
$3.26M Sell
88,880
-48,278
-35% -$1.79M 0.31% 112
2013
Q4
$5.38M Sell
137,158
-3,426
-2% -$136K 0.53% 83
2013
Q3
$5.41M Sell
140,584
-53,086
-27% -$1.91M 0.6% 70
2013
Q2
$6.34M Buy
+193,670
New +$6.02M 0.78% 55

Other funds holding SBUX

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

Trillium Asset Management reduced its Starbucks (SBUX) stake by 1.2% in Q1 2026, selling an estimated $200K and leaving 172,167 shares worth $15.4M. The position accounts for 0.51% of the portfolio, ranked #64.

Trillium Asset Management first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.4M in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Trillium Asset Management held 172,167 shares of Starbucks worth $15.4M as of Q1 2026.
  • Trillium Asset Management sold 2,114 Starbucks shares in Q1 2026, an estimated $200K.
  • Starbucks made up 0.51% of Trillium Asset Management's portfolio in Q1 2026, its #64 holding.
  • Trillium Asset Management first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • Trillium Asset Management's Starbucks position peaked at $53.4M in Q4 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Trillium Asset Management's 13F filing for Q1 2026, filed 11 May 2026.