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Welch Group’s Starbucks SBUX Stock Holding History

Welch Group’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 		$356K Buy
3,487
+32
+0.9% +$3.22K 0.01% 232
2026
Q1 		$310K Hold
3,455
– – 0.01% 235
2025
Q4 		$291K Sell
3,455
-2,861
-45% -$241K 0.01% 243
2025
Q3 		$534K Buy
6,316
+404
+7% +$36.2K 0.02% 161
2025
Q2 		$542K Buy
5,912
+31
+0.5% +$2.69K 0.02% 149
2025
Q1 		$575K Buy
5,881
+11
+0.2% +$1.14K 0.03% 134
2024
Q4 		$532K Hold
5,870
– – 0.02% 152
2024
Q3 		$572K Buy
5,870
+1,101
+23% +$94.5K 0.02% 131
2024
Q2 		$371K Sell
4,769
-225
-5% -$18.3K 0.02% 168
2024
Q1 		$456K Sell
4,994
-165
-3% -$15.3K 0.02% 131
2023
Q4 		$495K Buy
5,159
+70
+1% +$6.81K 0.03% 126
2023
Q3 		$465K Buy
5,089
+96
+2% +$9.42K 0.03% 114
2023
Q2 		$495K Hold
4,993
– – 0.03% 110
2023
Q1 		$520K Sell
4,993
-79
-2% -$8.22K 0.03% 108
2022
Q4 		$503K Buy
5,072
+239
+5% +$22.6K 0.03% 118
2022
Q3 		$407K Sell
4,833
-27
-0.6% -$2.29K 0.03% 110
2022
Q2 		$371K Buy
4,860
+2
+0% +$154 0.02% 125
2022
Q1 		$442K Sell
4,858
-131
-3% -$12.4K 0.03% 124
2021
Q4 		$584K Buy
4,989
+131
+3% +$14.8K 0.03% 113
2021
Q3 		$536K Buy
4,858
+19
+0.4% +$2.23K 0.04% 106
2021
Q2 		$541K Buy
4,839
+27
+0.6% +$3.05K 0.04% 102
2021
Q1 		$526K Sell
4,812
-1
-0% -$105 0.04% 105
2020
Q4 		$515K Buy
4,813
+25
+0.5% +$2.39K 0.04% 97
2020
Q3 		$411K Hold
4,788
– – 0.04% 101
2020
Q2 		$352K Buy
4,788
+223
+5% +$16.8K 0.03% 99
2020
Q1 		$300K Buy
4,565
+3,283
+256% +$266K 0.03% 97
2019
Q4 		$113K Hold
1,282
– – 0.01% 146
2019
Q3 		$113K Sell
1,282
-47
-4% -$4.36K 0.01% 136
2019
Q2 		$111K Buy
+1,329
New +$104K 0.01% 136
2017
Q3 		– Sell
-6,956
Closed -$406K – 146
2017
Q2 		$406K Buy
+6,956
New +$421K 0.07% 83

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Welch Group's SBUX Position: Q2 2026 in Review

Welch Group increased its Starbucks (SBUX) stake by 0.93% in Q2 2026, buying an estimated $3.22K and bringing the position to 3,487 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #232.

Welch Group first reported a position in SBUX in Q2 2017 and has held it in 30 quarters since. The position peaked at $584K in Q4 2021. 996 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Welch Group held 3,487 shares of Starbucks worth $356K as of Q2 2026.
  • Welch Group bought 32 Starbucks shares in Q2 2026, an estimated $3.22K.
  • Starbucks made up 0.01% of Welch Group's portfolio in Q2 2026, its #232 holding.
  • Welch Group first reported a position in Starbucks in Q2 2017 and has held it in 30 quarters since.
  • Welch Group's Starbucks position peaked at $584K in Q4 2021.
  • 996 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.