Back to SBUX
Heritage Investment Group, Inc. → SBUX
Heritage Investment Group, Inc. SBUX Position History
Starbucks Corporation • Consumer Cyclical
Quarters held
4
Latest value
$23.5M
Q3 2026
Peak value
$23.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.5M |
| Q1 2026 | $19.7M |
| Q2 2026 | $23.2M |
| Q3 2026 | $23.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.5M | 592.3K | — | — |
| Q2 2026 | $23.2M | 571.8K | — | — |
| Q1 2026 | $19.7M | 569.2K | — | — |
| Q4 2025 | $18.5M | 559.0K | — | — |
Other funds holding SBUX
$10.4B
$9.8B
$8.7B
$8.7B
$4.6B
$4.5B