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Zullo Investment Group’s Starbucks SBUX Stock Holding History

Zullo 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
Q2 		$320K Sell
3,136
-308
-9% -$31K 0.11% 123
2026
Q1 		$309K Sell
3,444
-268
-7% -$25.4K 0.12% 120
2025
Q4 		$313K Sell
3,712
-53
-1% -$4.47K 0.11% 114
2025
Q3 		$319K Sell
3,765
-119
-3% -$10.7K 0.12% 119
2025
Q2 		$356K Buy
3,884
+27
+0.7% +$2.34K 0.14% 106
2025
Q1 		$378K Sell
3,857
-85
-2% -$8.79K 0.16% 101
2024
Q4 		$360K Sell
3,942
-322
-8% -$31.2K 0.15% 103
2024
Q3 		$416K Sell
4,264
-555
-12% -$47.6K 0.17% 98
2024
Q2 		$375K Sell
4,819
-31
-0.6% -$2.52K 0.16% 104
2024
Q1 		$443K Sell
4,850
-185
-4% -$17.2K 0.21% 92
2023
Q4 		$483K Buy
5,035
+64
+1% +$6.23K 0.25% 83
2023
Q3 		$454K Buy
4,971
+80
+2% +$7.85K 0.27% 78
2023
Q2 		$485K Buy
4,891
+68
+1% +$7.06K 0.28% 76
2023
Q1 		$502K Sell
4,823
-14
-0.3% -$1.46K 0.31% 73
2022
Q4 		$480K Buy
4,837
+79
+2% +$7.46K 0.29% 70
2022
Q3 		$401K Buy
4,758
+177
+4% +$15K 0.26% 74
2022
Q2 		$350K Buy
4,581
+94
+2% +$7.22K 0.22% 86
2022
Q1 		$408K Sell
4,487
-124
-3% -$11.7K 0.21% 91
2021
Q4 		$539K Buy
+4,611
New +$520K 0.28% 76

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 $3.38T AUM 44.17% 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

Zullo Investment Group's SBUX Position: Q2 2026 in Review

Zullo Investment Group reduced its Starbucks (SBUX) stake by 8.9% in Q2 2026, selling an estimated $31K and leaving 3,136 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #123.

Zullo Investment Group first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $539K in Q4 2021. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Zullo Investment Group held 3,136 shares of Starbucks worth $320K as of Q2 2026.
  • Zullo Investment Group sold 308 Starbucks shares in Q2 2026, an estimated $31K.
  • Starbucks made up 0.11% of Zullo Investment Group's portfolio in Q2 2026, its #123 holding.
  • Zullo Investment Group first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Starbucks position peaked at $539K in Q4 2021.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.