Marshall Wace’s Starbucks SBUX Stock Holding History

Marshall Wace’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
2025 Q4	–	Sell	-350,100	Closed	-$29.6M	–	3424
2025 Q3	$29.6M	Buy	+350,100	New	+$31.3M	0.03%	500
2025 Q1	–	Sell	-200,000	Closed	-$18.3M	–	3041
2024 Q4	$18.3M	Sell	200,000 -606,000	-75%	-$58.6M	0.02%	576
2024 Q3	$78.6M	Buy	+806,000	New	+$69.2M	0.1%	190
2024 Q2	–	Sell	-125,600	Closed	-$9.5M	–	2906
2024 Q1	$9.5M	Sell	125,600 -259,200	-67%	-$24.1M	0.01%	765
2023 Q4	$36.9M	Buy	+384,800	New	+$37.5M	0.06%	307
2023 Q3	–	Sell	-51,100	Closed	-$5.06M	–	2624
2023 Q2	$5.06M	Sell	51,100 -195,200	-79%	-$20.3M	0.01%	1018
2023 Q1	$25.6M	Buy	+246,300	New	+$25.6M	0.05%	376
2021 Q4	–	Sell	-3,200	Closed	-$353K	–	4245
2021 Q3	$353K	Buy	+3,200	New	+$375K	﹤0.01%	2574

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace's SBUX Position: Q1 2026 in Review

Marshall Wace sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 1,017,819 shares — an estimated $85.7M sold.

Marshall Wace first reported a position in SBUX in Q1 2014 and held it in 37 quarters. The position peaked at $285M in Q1 2022. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Marshall Wace reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 1,017,819 Starbucks shares in Q1 2026, an estimated $85.7M.
Marshall Wace first reported a position in Starbucks in Q1 2014 and held it in 37 quarters.
Marshall Wace's Starbucks position peaked at $285M in Q1 2022.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.