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West Family Investments’s Starbucks SBUX Stock Holding History

West Family Investments’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
2019
Q2 		– Sell
-250
Closed -$616K – 84
2019
Q1 		$616K Hold
250
– – 0.15% 69
2018
Q4 		$380K Hold
250
– – 0.1% 81
2018
Q3 		$212K Buy
+250
New +$13.2K 0.05% 84

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

West Family Investments's SBUX Position: Q2 2026 in Review

West Family Investments increased its Starbucks (SBUX) stake by 1.2% in Q2 2026, buying an estimated $5.84K and bringing the position to 4,727 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #188.

West Family Investments first reported a position in SBUX in Q2 2021 and has held it in 21 quarters since. The position peaked at $623K in Q2 2025. 1,653 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • West Family Investments held 4,727 shares of Starbucks worth $483K as of Q2 2026.
  • West Family Investments bought 58 Starbucks shares in Q2 2026, an estimated $5.84K.
  • Starbucks made up 0.14% of West Family Investments's portfolio in Q2 2026, its #188 holding.
  • West Family Investments first reported a position in Starbucks in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Starbucks position peaked at $623K in Q2 2025.
  • 1,653 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.