Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

SBUX holding history

Starbucks Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SBUX overview All 13F holders of SBUX Full Q2 2026 holdings

Shares (Q2 2026): 8,342
Value: $852.5K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SBUX by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,342	$852.5K	0.1%	+1,175+16.4%	Added	Holders
Q1 2026	7,167	$642.1K	<0.1%	−1,090−13.2%	Reduced	Holders
Q4 2025	8,257	$695.3K	0.1%	−1,790−17.8%	Reduced	Holders
Q3 2025	10,047	$850.0K	0.1%	−2,553−20.3%	Reduced	Holders
Q2 2025	12,600	$1.15M	0.1%	−5,994−32.2%	Reduced	Holders
Q1 2025	18,594	$1.82M	0.2%	+1,229+7.1%	Added	Holders
Q4 2024	17,365	$1.58M	0.1%	−1,520−8.0%	Reduced	Holders
Q3 2024	18,885	$1.84M	0.2%	−14,730−43.8%	Reduced	Holders
Q2 2024	33,615	$2.62M	0.2%	−27,806−45.3%	Reduced	Holders
Q1 2024	61,421	$5.61M	0.6%	+3,892+6.8%	Added	Holders
Q4 2023	57,529	$5.52M	0.6%	+1,267+2.3%	Added	Holders
Q3 2023	56,262	$5.14M	0.7%	−1,070−1.9%	Reduced	Holders
Q2 2023	57,332	$5.68M	0.7%	+1,779+3.2%	Added	Holders
Q1 2023	55,553	$5.78M	0.8%	−1,226−2.2%	Reduced	Holders
Q4 2022	56,779	$5.63M	0.9%	+215+0.4%	Added	Holders
Q3 2022	56,564	$4.77M	0.8%	−775−1.4%	Reduced	Holders
Q2 2022	57,339	$4.38M	0.7%	−3,574−5.9%	Reduced	Holders
Q1 2022	60,913	$5.54M	0.7%	−4,512−6.9%	Reduced	Holders
Q4 2021	65,425	$7.65M	0.9%	+2,061+3.3%	Added	Holders
Q3 2021	63,364	$6.99M	0.9%	+4,172+7.0%	Added	Holders
Q2 2021	59,192	$6.62M	0.8%	+1,362+2.4%	Added	Holders
Q1 2021	57,830	$6.32M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.