Mackenzie Financial’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
$85M Sell
948,743
-287,579
-23% -$27.2M 0.1% 174
2025
Q4
$105M Buy
1,236,322
+182,469
+17% +$15.4M 0.12% 151
2025
Q3
$89.2M Buy
1,053,853
+157,260
+18% +$14.1M 0.11% 168
2025
Q2
$82.2M Buy
896,593
+786,400
+714% +$68.2M 0.11% 176
2025
Q1
$10.8M Sell
110,193
-142,657
-56% -$14.7M 0.02% 447
2024
Q4
$23.1M Buy
252,850
+153,078
+153% +$14.8M 0.03% 327
2024
Q3
$9.73M Sell
99,772
-24,081
-19% -$2.07M 0.01% 446
2024
Q2
$9.64M Sell
123,853
-1,344,933
-92% -$110M 0.01% 437
2024
Q1
$134M Sell
1,468,786
-96,655
-6% -$8.99M 0.19% 120
2023
Q4
$150M Sell
1,565,441
-182,463
-10% -$17.8M 0.23% 109
2023
Q3
$156M Sell
1,747,904
-718,509
-29% -$70.5M 0.26% 97
2023
Q2
$245M Sell
2,466,413
-346,581
-12% -$36M 0.37% 70
2023
Q1
$293M Sell
2,812,994
-56,811
-2% -$5.91M 0.45% 53
2022
Q4
$285M Sell
2,869,805
-328,232
-10% -$31M 0.48% 53
2022
Q3
$269M Buy
3,198,037
+568,586
+22% +$48.3M 0.46% 52
2022
Q2
$201M Buy
2,629,451
+723,839
+38% +$55.6M 0.32% 74
2022
Q1
$173M Buy
1,905,612
+211,296
+12% +$19.9M 0.23% 108
2021
Q4
$198M Buy
1,694,316
+50,710
+3% +$5.72M 0.27% 97
2021
Q3
$181M Buy
1,643,606
+770,696
+88% +$90.2M 0.26% 99
2021
Q2
$97.6M Sell
872,910
-138,514
-14% -$15.7M 0.14% 162
2021
Q1
$111M Sell
1,011,424
-17,075
-2% -$1.79M 0.17% 141
2020
Q4
$110M Sell
1,028,499
-8,280
-0.8% -$791K 0.24% 124
2020
Q3
$89.1M Sell
1,036,779
-53,455
-5% -$4.26M 0.22% 124
2020
Q2
$80.2M Sell
1,090,234
-433,247
-28% -$32.6M 0.21% 127
2020
Q1
$100M Buy
1,523,481
+433,766
+40% +$35.1M 0.32% 84
2019
Q4
$95.8M Sell
1,089,715
-220,431
-17% -$18.8M 0.24% 117
2019
Q3
$116M Sell
1,310,146
-1,058,536
-45% -$98.1M 0.3% 86
2019
Q2
$199M Sell
2,368,682
-484,259
-17% -$38M 0.51% 53
2019
Q1
$212M Buy
2,852,941
+348,500
+14% +$24M 0.51% 51
2018
Q4
$161M Sell
2,504,441
-189,196
-7% -$11.8M 0.42% 64
2018
Q3
$153M Sell
2,693,637
-1,190,907
-31% -$63M 0.37% 74
2018
Q2
$190M Buy
3,884,544
+933,309
+32% +$53M 0.48% 52
2018
Q1
$171M Buy
2,951,235
+2,202,338
+294% +$127M 0.44% 53
2017
Q4
$43M Buy
748,897
+598,035
+396% +$33.8M 0.1% 176
2017
Q3
$8.1M Buy
+150,862
New +$8.36M 0.04% 284
2017
Q2
Sell
-51,973
Closed -$3.04M 663
2017
Q1
$3.04M Buy
51,973
+10,359
+25% +$586K 0.02% 355
2016
Q4
$2.31M Sell
41,614
-10,088
-20% -$559K 0.01% 366
2016
Q3
$2.8M Sell
51,702
-398,431
-89% -$22.3M 0.02% 305
2016
Q2
$25.7M Buy
450,133
+65,074
+17% +$3.7M 0.15% 161
2016
Q1
$23M Sell
385,059
-112,998
-23% -$6.58M 0.21% 124
2015
Q4
$29.9M Sell
498,057
-108,469
-18% -$6.61M 0.19% 124
2015
Q3
$34.5M Sell
606,526
-8,919
-1% -$500K 0.21% 106
2015
Q2
$33M Sell
615,445
-147,475
-19% -$7.48M 0.18% 138
2015
Q1
$36.1M Buy
762,920
+51,152
+7% +$2.3M 0.19% 125
2014
Q4
$29.2M Sell
711,768
-205,738
-22% -$8.04M 0.15% 138
2014
Q3
$34.6M Sell
917,506
-35,854
-4% -$1.39M 0.17% 122
2014
Q2
$36.9M Sell
953,360
-153,640
-14% -$5.58M 0.17% 119
2014
Q1
$40.6M Buy
1,107,000
+54,700
+5% +$2.02M 0.2% 113
2013
Q4
$41.2M Sell
1,052,300
-38,600
-4% -$1.53M 0.21% 111
2013
Q3
$42M Buy
1,090,900
+6,900
+0.6% +$248K 0.21% 110
2013
Q2
$35.5M Buy
+1,084,000
New +$33.7M 0.17% 147

Other funds holding SBUX

Mackenzie Financial's SBUX Position: Q1 2026 in Review

Mackenzie Financial reduced its Starbucks (SBUX) stake by 23% in Q1 2026, selling an estimated $27.2M and leaving 948,743 shares worth $85M. The position accounts for 0.1% of the portfolio, ranked #174.

Mackenzie Financial first reported a position in SBUX in Q2 2013 and has held it in 51 quarters since. The position peaked at $293M in Q1 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Mackenzie Financial held 948,743 shares of Starbucks worth $85M as of Q1 2026.
  • Mackenzie Financial sold 287,579 Starbucks shares in Q1 2026, an estimated $27.2M.
  • Starbucks made up 0.1% of Mackenzie Financial's portfolio in Q1 2026, its #174 holding.
  • Mackenzie Financial first reported a position in Starbucks in Q2 2013 and has held it in 51 quarters since.
  • Mackenzie Financial's Starbucks position peaked at $293M in Q1 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.