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BOLTON SECURITIES CORPORATION’s Starbucks SBUX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$500K Buy
4,895
+1,357
+38% +$137K 0.02% 604
2026
Q1 		$317K Buy
+3,538
New +$335K 0.01% 672
2025
Q3 		$397K Buy
+4,691
New +$420K 0.02% 566
2025
Q1 		$818K Buy
+8,343
New +$862K 0.05% 377

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 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 $3.44T AUM 36.12% 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 $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SBUX Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its Starbucks (SBUX) stake by 38% in Q2 2026, buying an estimated $137K and bringing the position to 4,895 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #604.

BOLTON SECURITIES CORPORATION first reported a position in SBUX in Q1 2025 and has held it in 4 quarters since. The position peaked at $818K in Q1 2025. 2,416 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 4,895 shares of Starbucks worth $500K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 1,357 Starbucks shares in Q2 2026, an estimated $137K.
  • Starbucks made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #604 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Starbucks in Q1 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's Starbucks position peaked at $818K in Q1 2025.
  • 2,416 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.