Westside Investment 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
Q2 | $1.97M | Buy |
19,291
+66
| +0.3% | +$6.65K | 0.26% | 97 |
|
|
2026
Q1 | $1.73M | Buy |
19,225
+200
| +1% | +$18.9K | 0.26% | 97 |
|
|
2025
Q4 | $1.6M | Buy |
19,025
+3,016
| +19% | +$254K | 0.26% | 90 |
|
|
2025
Q3 | $1.35M | Buy |
16,009
+73
| +0.5% | +$6.53K | 0.22% | 103 |
|
|
2025
Q2 | $1.48M | Buy |
15,936
+2,406
| +18% | +$209K | 0.27% | 91 |
|
|
2025
Q1 | $1.33M | Buy |
13,530
+1,382
| +11% | +$143K | 0.28% | 94 |
|
|
2024
Q4 | $1.11M | Sell |
12,148
-560
| -4% | -$54.2K | 0.23% | 103 |
|
|
2024
Q3 | $1.11M | Sell |
12,708
-512
| -4% | -$43.9K | 0.24% | 106 |
|
|
2024
Q2 | $1.04M | Buy |
13,220
+422
| +3% | +$34.4K | 0.24% | 105 |
|
|
2024
Q1 | $1.17M | Buy |
12,798
+174
| +1% | +$16.2K | 0.28% | 89 |
|
|
2023
Q4 | $1.21M | Sell |
12,624
-150
| -1% | -$14.6K | 0.31% | 87 |
|
|
2023
Q3 | $1.17M | Buy |
12,774
+39
| +0.3% | +$3.83K | 0.34% | 77 |
|
|
2023
Q2 | $1.26M | Buy |
12,735
+50
| +0.4% | +$5.19K | 0.36% | 73 |
|
|
2023
Q1 | $1.32M | Sell |
12,685
-100
| -0.8% | -$10.4K | 0.39% | 71 |
|
|
2022
Q4 | $596K | Sell |
12,785
-156
| -1% | -$14.7K | 1.47% | 13 |
|
|
2022
Q3 | $559K | Buy |
12,941
+1,232
| +11% | +$105K | 1.34% | 15 |
|
|
2022
Q2 | $477K | Buy |
11,709
+2,530
| +28% | +$194K | 1.08% | 22 |
|
|
2022
Q1 | $444K | Buy |
9,179
+325
| +4% | +$30.7K | 0.97% | 25 |
|
|
2021
Q4 | $520K | Hold |
8,854
| – | – | 1.19% | 18 |
|
|
2021
Q3 | $520K | Sell |
8,854
-2,165
| -20% | -$253K | 1.2% | 18 |
|
|
2021
Q2 | $549K | Buy |
11,019
+88
| +0.8% | +$9.95K | 1.27% | 17 |
|
|
2021
Q1 | $536K | Sell |
10,931
-200
| -2% | -$21K | 1.41% | 14 |
|
|
2020
Q4 | $525K | Sell |
11,131
-250
| -2% | -$23.9K | 1.44% | 15 |
|
|
2020
Q3 | $422K | Buy |
11,381
+600
| +6% | +$47.9K | 0.19% | 16 |
|
|
2020
Q2 | $317K | Sell |
10,781
-4,334
| -29% | -$326K | 0.19% | 13 |
|
|
2020
Q1 | $123K | Buy |
+15,115
| New | +$1.22M | 0.08% | 39 |
|
|
2019
Q2 | $199K | Buy |
+11,647
| New | +$913K | 0.44% | 11 |
|
|
2018
Q4 | $781K | Buy |
12,136
+586
| +5% | +$36.7K | 0.29% | 62 |
|
|
2018
Q3 | $793K | Sell |
11,550
-1,356
| -11% | -$71.7K | 0.25% | 64 |
|
|
2018
Q2 | $638K | Buy |
12,906
+3,115
| +32% | +$177K | 0.22% | 70 |
|
|
2018
Q1 | $551K | Sell |
9,791
-335
| -3% | -$19.4K | 0.3% | 72 |
|
|
2017
Q4 | $601K | Buy |
10,126
+23
| +0.2% | +$1.3K | 0.33% | 69 |
|
|
2017
Q3 | $556K | Hold |
10,103
| – | – | 0.34% | 73 |
|
|
2017
Q2 | $584K | Sell |
10,103
-2,600
| -20% | -$157K | 0.38% | 61 |
|
|
2017
Q1 | $740K | Buy |
12,703
+2,986
| +31% | +$169K | 0.35% | 53 |
|
|
2016
Q4 | $565K | Buy |
+9,717
| New | +$538K | 0.38% | 38 |
|
Other funds holding SBUX
Westside Investment Management's SBUX Position: Q2 2026 in Review
Westside Investment Management increased its Starbucks (SBUX) stake by 0.34% in Q2 2026, buying an estimated $6.65K and bringing the position to 19,291 shares worth $1.97M. The position accounts for 0.26% of the portfolio, ranked #97.
Westside Investment Management first reported a position in SBUX in Q4 2016 and has held it in 36 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Westside Investment Management held 19,291 shares of Starbucks worth $1.97M as of Q2 2026.
- Westside Investment Management bought 66 Starbucks shares in Q2 2026, an estimated $6.65K.
- Starbucks made up 0.26% of Westside Investment Management's portfolio in Q2 2026, its #97 holding.
- Westside Investment Management first reported a position in Starbucks in Q4 2016 and has held it in 36 quarters since.
- 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.