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Westmount Partners’s Starbucks SBUX Stock Holding History

Westmount Partners’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 		$407K Buy
3,979
+26
+0.7% +$2.62K 0.09% 174
2026
Q1 		$354K Buy
3,953
+223
+6% +$21.1K 0.09% 185
2025
Q4 		$314K Sell
3,730
-263
-7% -$22.2K 0.08% 188
2025
Q3 		$337K Sell
3,993
-183
-4% -$16.4K 0.09% 179
2025
Q2 		$383K Buy
4,176
+61
+1% +$5.29K 0.11% 155
2025
Q1 		$404K Sell
4,115
-274
-6% -$28.3K 0.12% 145
2024
Q4 		$400K Buy
4,389
+4
+0.1% +$387 0.12% 134
2024
Q3 		$427K Sell
4,385
-792
-15% -$68K 0.13% 132
2024
Q2 		$399K Buy
5,177
+42
+0.8% +$3.42K 0.13% 131
2024
Q1 		$469K Sell
5,135
-94
-2% -$8.74K 0.17% 117
2023
Q4 		$502K Buy
5,229
+105
+2% +$10.2K 0.21% 103
2023
Q3 		$468K Buy
5,124
+12
+0.2% +$1.18K 0.21% 109
2023
Q2 		$506K Buy
5,112
+12
+0.2% +$1.25K 0.22% 101
2023
Q1 		$531K Buy
5,100
+290
+6% +$30.2K 0.25% 92
2022
Q4 		$477K Buy
+4,810
New +$454K 0.25% 95

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 $3.37T AUM 44.26% 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

Westmount Partners's SBUX Position: Q2 2026 in Review

Westmount Partners increased its Starbucks (SBUX) stake by 0.66% in Q2 2026, buying an estimated $2.62K and bringing the position to 3,979 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #174.

Westmount Partners first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $531K in Q1 2023. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Westmount Partners held 3,979 shares of Starbucks worth $407K as of Q2 2026.
  • Westmount Partners bought 26 Starbucks shares in Q2 2026, an estimated $2.62K.
  • Starbucks made up 0.09% of Westmount Partners's portfolio in Q2 2026, its #174 holding.
  • Westmount Partners first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Starbucks position peaked at $531K in Q1 2023.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.