Conning Inc’s Starbucks SBUX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$32.2M Sell
359,429
-33,559
-9% -$3.17M 1.07% 58
2025
Q4
$33.1M Buy
392,988
+2,566
+0.7% +$216K 1.11% 36
2025
Q3
$33M Buy
390,422
+4,316
+1% +$386K 1.1% 44
2025
Q2
$35.4M Buy
386,106
+70,468
+22% +$6.11M 1.22% 28
2025
Q1
$31M Sell
315,638
-55,800
-15% -$5.77M 1.08% 54
2024
Q4
$33.9M Sell
371,438
-34,818
-9% -$3.37M 1.19% 48
2024
Q3
$39.6M Sell
406,256
-23,919
-6% -$2.05M 1.31% 20
2024
Q2
$33.4M Buy
430,175
+38,161
+10% +$3.11M 1.2% 48
2024
Q1
$35.8M Buy
392,014
+75,006
+24% +$6.98M 1.17% 50
2023
Q4
$30.4M Sell
317,008
-28,496
-8% -$2.77M 1.06% 55
2023
Q3
$31.5M Buy
345,504
+6,744
+2% +$662K 1.15% 47
2023
Q2
$33.5M Buy
338,760
+487
+0.1% +$50.5K 1.12% 54
2023
Q1
$35.2M Sell
338,273
-597
-0.2% -$62.1K 1.18% 41
2022
Q4
$33.6M Sell
338,870
-33,560
-9% -$3.17M 1.09% 49
2022
Q3
$31.4M Buy
372,430
+360,777
+3,096% +$30.6M 1.11% 43
2022
Q2
$890K Sell
11,653
-72
-0.6% -$5.53K 0.03% 198
2022
Q1
$1.07M Sell
11,725
-324
-3% -$30.6K 0.03% 194
2021
Q4
$1.41M Sell
12,049
-456
-4% -$51.4K 0.04% 169
2021
Q3
$1.38M Sell
12,505
-1,441
-10% -$169K 0.04% 175
2021
Q2
$1.56M Sell
13,946
-1,874
-12% -$212K 0.05% 163
2021
Q1
$1.73M Sell
15,820
-395,220
-96% -$41.5M 0.05% 157
2020
Q4
$44M Buy
411,040
+18,702
+5% +$1.79M 1.4% 34
2020
Q3
$33.7M Buy
392,338
+374,688
+2,123% +$29.9M 1.19% 45
2020
Q2
$1.3M Buy
17,650
+436
+3% +$32.8K 0.05% 160
2020
Q1
$1.13M Sell
17,214
-594
-3% -$48K 0.05% 162
2019
Q4
$1.57M Sell
17,808
-1,400
-7% -$119K 0.05% 169
2019
Q3
$1.7M Sell
19,208
-1,664
-8% -$154K 0.06% 171
2019
Q2
$1.75M Sell
20,872
-22,590
-52% -$1.77M 0.06% 161
2019
Q1
$3.23M Sell
43,462
-470
-1% -$32.3K 0.1% 135
2018
Q4
$2.83M Sell
43,932
-697,384
-94% -$43.7M 0.1% 133
2018
Q3
$42.1M Buy
741,316
+77,748
+12% +$4.11M 1.25% 37
2018
Q2
$32.4M Buy
663,568
+38,934
+6% +$2.21M 0.99% 48
2018
Q1
$36.2M Buy
624,634
+98,186
+19% +$5.68M 1.16% 38
2017
Q4
$30.2M Buy
526,448
+471,276
+854% +$26.7M 1% 42
2017
Q3
$2.96M Sell
55,172
-270
-0.5% -$15K 0.1% 145
2017
Q2
$3.23M Sell
55,442
-514
-0.9% -$31.1K 0.12% 141
2017
Q1
$3.27M Sell
55,956
-2,055
-4% -$116K 0.12% 136
2016
Q4
$3.22M Buy
58,011
+1,815
+3% +$101K 0.13% 134
2016
Q3
$3.04M Buy
56,196
+820
+1% +$45.9K 0.12% 135
2016
Q2
$3.16M Buy
55,376
+550
+1% +$31.3K 0.13% 131
2016
Q1
$3.27M Sell
54,826
-3,710
-6% -$216K 0.14% 126
2015
Q4
$3.51M Buy
58,536
+2,220
+4% +$135K 0.15% 124
2015
Q3
$3.2M Sell
56,316
-4,010
-7% -$225K 0.14% 124
2015
Q2
$3.23M Sell
60,326
-450
-0.7% -$22.8K 0.13% 132
2015
Q1
$2.88M Sell
60,776
-180
-0.3% -$8.09K 0.12% 128
2014
Q4
$2.5M Sell
60,956
-1,400
-2% -$54.7K 0.12% 130
2014
Q3
$2.35M Sell
62,356
-900
-1% -$34.8K 0.12% 128
2014
Q2
$2.45M Sell
63,256
-2,160
-3% -$78.5K 0.13% 122
2014
Q1
$2.4M Buy
65,416
+2,320
+4% +$85.8K 0.14% 119
2013
Q4
$2.47M Buy
63,096
+7,410
+13% +$293K 0.15% 113
2013
Q3
$2.14M Buy
55,686
+1,510
+3% +$54.3K 0.17% 111
2013
Q2
$1.77M Buy
+54,176
New +$1.68M 0.15% 125

Other funds holding SBUX

Conning Inc's SBUX Position: Q1 2026 in Review

Conning Inc reduced its Starbucks (SBUX) stake by 8.5% in Q1 2026, selling an estimated $3.17M and leaving 359,429 shares worth $32.2M. The position accounts for 1.07% of the portfolio, ranked #58.

Conning Inc first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $44M in Q4 2020. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Conning Inc held 359,429 shares of Starbucks worth $32.2M as of Q1 2026.
  • Conning Inc sold 33,559 Starbucks shares in Q1 2026, an estimated $3.17M.
  • Starbucks made up 1.07% of Conning Inc's portfolio in Q1 2026, its #58 holding.
  • Conning Inc first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • Conning Inc's Starbucks position peaked at $44M in Q4 2020.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.