Mackenzie Financial
SBUX icon

Mackenzie Financial’s Starbucks SBUX Stock Holding History

Mackenzie Financial’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 		$29.6K Sell
10,700
-700
-6% -$66.2K ﹤0.01% 1403
2025
Q4 		$18.9K Sell
11,400
-1,100
-9% -$92.8K ﹤0.01% 1650
2025
Q3 		$8.5K Buy
12,500
+1,600
+15% +$143K ﹤0.01% 1692
2025
Q2 		$14.8K Buy
+10,900
New +$945K ﹤0.01% 1683

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

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.