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Northwest & Ethical Investments’s Starbucks SBUX Stock Holding History

Northwest & Ethical Investments’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
2024
Q4 		– Sell
-75
Closed -$2.46K – 557
2024
Q3 		$2.46K Buy
+75
New +$6.43K ﹤0.01% 505

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest & Ethical Investments's SBUX Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 8,342 shares — an estimated $747K sold.

Northwest & Ethical Investments first reported a position in SBUX in Q2 2013 and held it in 36 quarters. The position peaked at $9.23M in Q2 2013. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 8,342 Starbucks shares in Q2 2026, an estimated $747K.
  • Northwest & Ethical Investments first reported a position in Starbucks in Q2 2013 and held it in 36 quarters.
  • Northwest & Ethical Investments's Starbucks position peaked at $9.23M in Q2 2013.
  • 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.