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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 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

Northwest & Ethical Investments's SBUX Position: Q1 2026 in Review

Northwest & Ethical Investments held its Starbucks (SBUX) position steady in Q1 2026 at 8,342 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #347.

Northwest & Ethical Investments first reported a position in SBUX in Q2 2013 and has held it in 36 quarters since. The position peaked at $9.23M in Q2 2013. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Northwest & Ethical Investments held 8,342 shares of Starbucks worth $747K as of Q1 2026.
  • Northwest & Ethical Investments left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #347 holding.
  • Northwest & Ethical Investments first reported a position in Starbucks in Q2 2013 and has held it in 36 quarters since.
  • Northwest & Ethical Investments's Starbucks position peaked at $9.23M in Q2 2013.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.