Cerity Partners
SBUX icon

Cerity Partners’s Starbucks SBUX Stock Holding History

Cerity Partners’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 		$25.9M Sell
289,524
-248,477
-46% -$23.5M 0.04% 366
2025
Q4 		$45.3M Buy
538,001
+271,217
+102% +$22.9M 0.07% 254
2025
Q3 		$22.6M Sell
266,784
-36,464
-12% -$3.26M 0.04% 355
2025
Q2 		$27.8M Buy
303,248
+3,974
+1% +$344K 0.05% 299
2025
Q1 		$29.4M Sell
299,274
-40,463
-12% -$4.18M 0.06% 265
2024
Q4 		$31.3M Sell
339,737
-14,413
-4% -$1.39M 0.07% 238
2024
Q3 		$34.5M Buy
354,150
+36,827
+12% +$3.16M 0.08% 220
2024
Q2 		$24.7M Sell
317,323
-55,234
-15% -$4.5M 0.07% 247
2024
Q1 		$34M Sell
372,557
-1,174,854
-76% -$109M 0.09% 202
2023
Q4 		$37.6M Buy
1,547,411
+1,281,471
+482% +$125M 0.12% 163
2023
Q3 		$24.3M Sell
265,940
-101,432
-28% -$9.96M 0.12% 169
2023
Q2 		$36.4M Buy
367,372
+24,763
+7% +$2.57M 0.14% 143
2023
Q1 		$38.8M Buy
342,609
+8,169
+2% +$850K 0.09% 155
2022
Q4 		$33.2M Buy
334,440
+185,890
+125% +$17.5M 0.21% 104
2022
Q3 		$12.5M Sell
148,550
-11,103
-7% -$943K 0.15% 132
2022
Q2 		$12.2M Buy
159,653
+27,466
+21% +$2.11M 0.13% 145
2022
Q1 		$12M Sell
132,187
-74,124
-36% -$7M 0.19% 106
2021
Q4 		$24.1M Buy
206,311
+9,684
+5% +$1.09M 0.37% 58
2021
Q3 		$21.7M Buy
196,627
+7,017
+4% +$822K 0.48% 44
2021
Q2 		$21.2M Buy
189,610
+7,141
+4% +$807K 0.46% 45
2021
Q1 		$19.9M Buy
182,469
+66,876
+58% +$7.02M 0.47% 45
2020
Q4 		$12.4M Buy
115,593
+3,360
+3% +$321K 0.4% 51
2020
Q3 		$9.64M Buy
112,233
+44,472
+66% +$3.55M 0.4% 52
2020
Q2 		$4.99M Buy
67,761
+37,861
+127% +$2.85M 0.28% 70
2020
Q1 		$1.97M Buy
29,900
+3,704
+14% +$300K 0.12% 132
2019
Q4 		$2.3M Buy
26,196
+1,448
+6% +$123K 0.12% 148
2019
Q3 		$2.19M Buy
24,748
+9,493
+62% +$880K 0.13% 150
2019
Q2 		$1.28M Sell
15,255
-72,513
-83% -$5.69M 0.08% 206
2019
Q1 		$6.53M Buy
87,768
+7,726
+10% +$531K 0.44% 44
2018
Q4 		$5.16M Sell
80,042
-30,725
-28% -$1.92M 0.35% 62
2018
Q3 		$6.3M Buy
110,767
+53,224
+92% +$2.81M 0.44% 49
2018
Q2 		$2.81M Buy
57,543
+34,802
+153% +$1.98M 0.21% 119
2018
Q1 		$1.32M Sell
22,741
-243
-1% -$14K 0.1% 199
2017
Q4 		$1.32M Buy
22,984
+1,018
+5% +$57.6K 0.09% 206
2017
Q3 		$1.18M Buy
21,966
+20,015
+1,026% +$1.11M 0.08% 209
2017
Q2 		$275K Sell
1,951
-18,673
-91% -$1.13M 0.02% 303
2017
Q1 		$1.2M Buy
+20,624
New +$1.17M 0.1% 170

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's SBUX Position: Q1 2026 in Review

Cerity Partners reduced its Starbucks (SBUX) stake by 46% in Q1 2026, selling an estimated $23.5M and leaving 289,524 shares worth $25.9M. The position accounts for 0.04% of the portfolio, ranked #366.

Cerity Partners first reported a position in SBUX in Q1 2017 and has held it in 37 quarters since. The position peaked at $45.3M in Q4 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Cerity Partners held 289,524 shares of Starbucks worth $25.9M as of Q1 2026.
  • Cerity Partners sold 248,477 Starbucks shares in Q1 2026, an estimated $23.5M.
  • Starbucks made up 0.04% of Cerity Partners's portfolio in Q1 2026, its #366 holding.
  • Cerity Partners first reported a position in Starbucks in Q1 2017 and has held it in 37 quarters since.
  • Cerity Partners's Starbucks position peaked at $45.3M in Q4 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.