Zuckerman Investment Group’s Starbucks SBUX Stock Holding History

Zuckerman Investment Group’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	$513K	Hold	5,724	–	–	0.05%	97
2025 Q4	$482K	Sell	5,724 -104,014	-95%	-$8.77M	0.04%	98
2025 Q3	$9.28M	Sell	109,738 -5,653	-5%	-$506K	0.86%	39
2025 Q2	$10.6M	Buy	115,391 +4,685	+4%	+$406K	1.02%	34
2025 Q1	$10.9M	Sell	110,706 -3,364	-3%	-$348K	1.16%	33
2024 Q4	$12.3M	Buy	114,070 +584	+0.5%	+$56.5K	1.18%	34
2024 Q3	$11.1M	Buy	113,486 +87	+0.1%	+$7.46K	1.14%	35
2024 Q2	$8.83M	Buy	113,399 +3,424	+3%	+$279K	1.02%	35
2024 Q1	$10.1M	Buy	109,975 +45,013	+69%	+$4.19M	1.14%	35
2023 Q4	$6.24M	Sell	64,962 -1,555	-2%	-$151K	0.81%	42
2023 Q3	$6.07M	Buy	66,517 +427	+0.6%	+$41.9K	0.87%	40
2023 Q2	$6.55M	Sell	66,090 -938	-1%	-$97.4K	0.94%	36
2023 Q1	$6.98M	Buy	67,028 +181	+0.3%	+$18.8K	1.06%	37
2022 Q4	$6.63M	Buy	66,847 +1,263	+2%	+$119K	1.05%	38
2022 Q3	$5.53M	Buy	65,584 +263	+0.4%	+$22.3K	1.04%	35
2022 Q2	$4.99M	Buy	65,321 +3,697	+6%	+$284K	0.91%	39
2022 Q1	$5.61M	Buy	61,624 +620	+1%	+$58.5K	0.9%	40
2021 Q4	$7.14M	Buy	61,004 +403	+0.7%	+$45.4K	1.11%	39
2021 Q3	$6.68M	Sell	60,601 -760	-1%	-$89K	1.11%	38
2021 Q2	$6.86M	Sell	61,361 -1,497	-2%	-$169K	1.08%	38
2021 Q1	$6.87M	Buy	62,858 +615	+1%	+$64.6K	1.13%	35
2020 Q4	$6.66M	Sell	62,243 -1,447	-2%	-$138K	1.23%	35
2020 Q3	$5.47M	Sell	63,690 -2,445	-4%	-$195K	1.21%	32
2020 Q2	$4.87M	Sell	66,135 -5,070	-7%	-$381K	1.15%	35
2020 Q1	$4.68M	Buy	71,205 +65,920	+1,247%	+$5.33M	1.37%	31
2019 Q4	$465K	Hold	5,285	–	–	0.1%	50
2019 Q3	$467K	Hold	5,285	–	–	0.11%	49
2019 Q2	$443K	Buy	5,285 +335	+7%	+$26.3K	0.1%	49
2019 Q1	$368K	Hold	4,950	–	–	0.09%	49
2018 Q4	$319K	Sell	4,950 -330	-6%	-$20.7K	0.09%	47
2018 Q3	$300K	Buy	5,280 +280	+6%	+$14.8K	0.07%	54
2018 Q2	$244K	Hold	5,000	–	–	0.06%	54
2018 Q1	$289K	Hold	5,000	–	–	0.07%	51
2017 Q4	$287K	Hold	5,000	–	–	0.07%	50
2017 Q3	$269K	Hold	5,000	–	–	0.07%	47
2017 Q2	$292K	Hold	5,000	–	–	0.08%	47
2017 Q1	$292K	Hold	5,000	–	–	0.07%	54
2016 Q4	$278K	Hold	5,000	–	–	0.07%	51
2016 Q3	$271K	Hold	5,000	–	–	0.07%	51
2016 Q2	$286K	Hold	5,000	–	–	0.08%	51
2016 Q1	$298K	Hold	5,000	–	–	0.08%	37
2015 Q4	$300K	Hold	5,000	–	–	0.07%	42
2015 Q3	$284K	Hold	5,000	–	–	0.07%	42
2015 Q2	$268K	Hold	5,000	–	–	0.06%	40
2015 Q1	$237K	Hold	5,000	–	–	0.05%	49
2014 Q4	$205K	Buy	+5,000	New	+$195K	0.04%	56
2014 Q1	–	Sell	-5,200	Closed	-$204K	–	47
2013 Q4	$204K	Sell	5,200 -288	-5%	-$11.4K	0.05%	47
2013 Q3	$211K	Buy	+5,488	New	+$197K	0.05%	47

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

Zuckerman Investment Group's SBUX Position: Q1 2026 in Review

Zuckerman Investment Group held its Starbucks (SBUX) position steady in Q1 2026 at 5,724 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #97.

Zuckerman Investment Group first reported a position in SBUX in Q3 2013 and has held it in 48 quarters since. The position peaked at $12.3M in Q4 2024. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Zuckerman Investment Group held 5,724 shares of Starbucks worth $513K as of Q1 2026.
Zuckerman Investment Group left its Starbucks share count unchanged in Q1 2026.
Starbucks made up 0.05% of Zuckerman Investment Group's portfolio in Q1 2026, its #97 holding.
Zuckerman Investment Group first reported a position in Starbucks in Q3 2013 and has held it in 48 quarters since.
Zuckerman Investment Group's Starbucks position peaked at $12.3M in Q4 2024.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.