Whittier Trust’s Starbucks SBUX Stock Holding History

Whittier Trust’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 Q1	$5.13M	Sell	54,175 -123	-0.2%	-$11.6K	0.06%	188
2025 Q4	$4.86M	Sell	54,298 -3,978	-7%	-$336K	0.05%	197
2025 Q3	$5.04M	Sell	58,276 -4,588	-7%	-$411K	0.06%	199
2025 Q2	$5.76M	Sell	62,864 -9,783	-13%	-$848K	0.07%	196
2025 Q1	$7.13M	Sell	72,647 -1,884	-3%	-$195K	0.1%	170
2024 Q4	$6.8M	Buy	74,531 +2,962	+4%	+$287K	0.09%	175
2024 Q3	$6.98M	Sell	71,569 -11,861	-14%	-$1.02M	0.09%	169
2024 Q2	$6.49M	Sell	83,430 -334	-0.4%	-$27.2K	0.09%	176
2024 Q1	$7.66M	Sell	83,764 -2,655	-3%	-$247K	0.11%	160
2023 Q4	$8.3M	Sell	86,419 -5,682	-6%	-$553K	0.13%	149
2023 Q3	$8.41M	Sell	92,101 -4,291	-4%	-$421K	0.15%	141
2023 Q2	$9.55M	Sell	96,392 -3,884	-4%	-$403K	0.17%	135
2023 Q1	$10.4M	Sell	100,276 -2,580	-3%	-$269K	0.19%	121
2022 Q4	$10.2M	Sell	102,856 -7,292	-7%	-$688K	0.2%	116
2022 Q3	$9.28M	Sell	110,148 -186,730	-63%	-$15.9M	0.19%	118
2022 Q2	$22.7M	Buy	296,878 +5,363	+2%	+$412K	0.46%	55
2022 Q1	$26.5M	Buy	291,515 +6,391	+2%	+$603K	0.45%	52
2021 Q4	$33.4M	Buy	285,124 +13,493	+5%	+$1.52M	0.54%	45
2021 Q3	$30M	Buy	271,631 +9,243	+4%	+$1.08M	0.55%	44
2021 Q2	$29.3M	Buy	262,388 +4,018	+2%	+$454K	0.52%	44
2021 Q1	$28.2M	Buy	258,370 +14,512	+6%	+$1.52M	0.55%	42
2020 Q4	$26.1M	Buy	243,858 +17,906	+8%	+$1.71M	0.56%	43
2020 Q3	$19.4M	Buy	225,952 +29,920	+15%	+$2.39M	0.46%	55
2020 Q2	$14.4M	Buy	196,032 +110,596	+129%	+$8.31M	0.4%	64
2020 Q1	$5.62M	Sell	85,436 -1,623	-2%	-$131K	0.18%	127
2019 Q4	$7.65M	Sell	87,059 -338	-0.4%	-$28.8K	0.2%	122
2019 Q3	$7.73M	Buy	87,397 +2,072	+2%	+$192K	0.22%	115
2019 Q2	$7.15M	Sell	85,325 -1,072	-1%	-$84.1K	0.21%	115
2019 Q1	$6.42M	Buy	86,397 +2,859	+3%	+$196K	0.2%	122
2018 Q4	$5.38M	Sell	83,538 -546	-0.6%	-$34.2K	0.19%	124
2018 Q3	$4.78M	Sell	84,084 -4,772	-5%	-$252K	0.15%	146
2018 Q2	$4.34M	Sell	88,856 -11,905	-12%	-$676K	0.14%	151
2018 Q1	$5.83M	Sell	100,761 -2,158	-2%	-$125K	0.2%	128
2017 Q4	$5.91M	Sell	102,919 -228,214	-69%	-$12.9M	0.21%	124
2017 Q3	$17.8M	Buy	331,133 +10,399	+3%	+$576K	0.65%	36
2017 Q2	$18.7M	Buy	320,734 +4,583	+1%	+$277K	0.72%	32
2017 Q1	$18.5M	Buy	316,151 +9,251	+3%	+$523K	0.74%	28
2016 Q4	$17M	Buy	306,900 +1,535	+0.5%	+$85K	0.72%	28
2016 Q3	$16.5M	Buy	305,365 +1,366	+0.4%	+$76.4K	0.72%	30
2016 Q2	$17.4M	Buy	303,999 +7,478	+3%	+$425K	0.76%	28
2016 Q1	$17.7M	Buy	296,521 +7,023	+2%	+$409K	0.78%	26
2015 Q4	$17.4M	Buy	289,498 +9,480	+3%	+$577K	0.79%	25
2015 Q3	$15.9M	Buy	280,018 +13,695	+5%	+$767K	0.77%	27
2015 Q2	$14.3M	Buy	266,323 +15,839	+6%	+$804K	0.63%	41
2015 Q1	$11.9M	Buy	250,484 +31,492	+14%	+$1.41M	0.54%	53
2014 Q4	$8.98M	Sell	218,992 -154	-0.1%	-$6.01K	0.43%	65
2014 Q3	$8.27M	Buy	219,146 +5,080	+2%	+$196K	0.4%	65
2014 Q2	$8.28M	Buy	214,066 +1,484	+0.7%	+$53.9K	0.41%	66
2014 Q1	$7.8M	Buy	212,582 +2,502	+1%	+$92.5K	0.4%	68
2013 Q4	$8.23M	Sell	210,080 -16,924	-7%	-$669K	0.42%	59
2013 Q3	$8.74M	Sell	227,004 -36,946	-14%	-$1.33M	0.47%	57
2013 Q2	$8.64M	Buy	+263,950	New	+$8.2M	0.48%	55

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whittier Trust's SBUX Position: Q1 2026 in Review

Whittier Trust reduced its Starbucks (SBUX) stake by 0.23% in Q1 2026, selling an estimated $11.6K and leaving 54,175 shares worth $5.13M. The position accounts for 0.06% of the portfolio, ranked #188.

Whittier Trust first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.4M in Q4 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Whittier Trust held 54,175 shares of Starbucks worth $5.13M as of Q1 2026.
Whittier Trust sold 123 Starbucks shares in Q1 2026, an estimated $11.6K.
Starbucks made up 0.06% of Whittier Trust's portfolio in Q1 2026, its #188 holding.
Whittier Trust first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Starbucks position peaked at $33.4M in Q4 2021.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.