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Orca Investment Management’s Starbucks SBUX Stock Holding History

Orca Investment Management’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 		$612K Sell
6,833
-175
-2% -$16.6K 0.52% 42
2025
Q4 		$590K Sell
7,008
-10
-0.1% -$844 0.46% 43
2025
Q3 		$594K Sell
7,018
-14
-0.2% -$1.25K 0.49% 44
2025
Q2 		$644K Buy
7,032
+24
+0.3% +$2.08K 0.58% 41
2025
Q1 		$687K Sell
7,008
-162
-2% -$16.7K 0.69% 36
2024
Q4 		$654K Sell
7,170
-174
-2% -$16.8K 0.62% 37
2024
Q3 		$716K Buy
7,344
+451
+7% +$38.7K 0.65% 36
2024
Q2 		$537K Sell
6,893
-313
-4% -$25.5K 0.51% 42
2024
Q1 		$659K Sell
7,206
-288
-4% -$26.8K 0.62% 38
2023
Q4 		$719K Buy
7,494
+466
+7% +$45.4K 0.69% 38
2023
Q3 		$641K Buy
7,028
+597
+9% +$58.6K 0.71% 40
2023
Q2 		$637K Sell
6,431
-155
-2% -$16.1K 0.69% 39
2023
Q1 		$686K Sell
6,586
-55
-0.8% -$5.72K 0.84% 36
2022
Q4 		$659K Sell
6,641
-16
-0.2% -$1.51K 0.84% 36
2022
Q3 		$561K Sell
6,657
-460
-6% -$39.1K 0.73% 38
2022
Q2 		$544K Sell
7,117
-163
-2% -$12.5K 0.5% 43
2022
Q1 		$662K Sell
7,280
-173
-2% -$16.3K 0.54% 40
2021
Q4 		$872K Sell
7,453
-200
-3% -$22.5K 0.72% 37
2021
Q3 		$844K Sell
7,653
-549
-7% -$64.3K 0.74% 39
2021
Q2 		$917K Buy
8,202
+790
+11% +$89.3K 0.83% 39
2021
Q1 		$810K Sell
7,412
-54
-0.7% -$5.67K 0.84% 36
2020
Q4 		$799K Buy
+7,466
New +$713K 0.84% 36
2019
Q3 		$752K Sell
8,505
-281
-3% -$26.1K 0.89% 35
2019
Q2 		$737K Buy
+8,786
New +$689K 0.82% 42

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

Orca Investment Management's SBUX Position: Q1 2026 in Review

Orca Investment Management reduced its Starbucks (SBUX) stake by 2.5% in Q1 2026, selling an estimated $16.6K and leaving 6,833 shares worth $612K. The position accounts for 0.52% of the portfolio, ranked #42.

Orca Investment Management first reported a position in SBUX in Q2 2019 and has held it in 24 quarters since. The position peaked at $917K in Q2 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Orca Investment Management held 6,833 shares of Starbucks worth $612K as of Q1 2026.
  • Orca Investment Management sold 175 Starbucks shares in Q1 2026, an estimated $16.6K.
  • Starbucks made up 0.52% of Orca Investment Management's portfolio in Q1 2026, its #42 holding.
  • Orca Investment Management first reported a position in Starbucks in Q2 2019 and has held it in 24 quarters since.
  • Orca Investment Management's Starbucks position peaked at $917K in Q2 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.