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Univest Financial’s Starbucks SBUX Stock Holding History

Univest 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
Q2 		$670K Buy
6,560
+80
+1% +$8.06K 0.03% 181
2026
Q1 		$581K Sell
6,480
-155
-2% -$14.7K 0.03% 183
2025
Q4 		$559K Sell
6,635
-1,800
-21% -$152K 0.03% 191
2025
Q3 		$714K Sell
8,435
-229
-3% -$20.5K 0.04% 173
2025
Q2 		$794K Buy
8,664
+2,518
+41% +$218K 0.05% 160
2025
Q1 		$603K Buy
6,146
+407
+7% +$42.1K 0.04% 190
2024
Q4 		$524K Sell
5,739
-4,264
-43% -$413K 0.03% 198
2024
Q3 		$975K Buy
+10,003
New +$858K 0.06% 150
2020
Q1 		– Sell
-3,817
Closed -$212K – 130
2019
Q4 		$212K Buy
+3,817
New +$325K 0.09% 99
2017
Q1 		– Sell
-3,817
Closed -$212K – 100
2016
Q4 		$212K Sell
3,817
-3
-0.1% -$166 0.09% 99
2016
Q3 		$207K Buy
3,820
+86
+2% +$4.81K 0.09% 87
2016
Q2 		$213K Sell
3,734
-200
-5% -$11.4K 0.1% 90
2016
Q1 		$235K Sell
3,934
-92
-2% -$5.36K 0.11% 84
2015
Q4 		$242K Hold
4,026
– – 0.11% 88
2015
Q3 		$229K Buy
4,026
+188
+5% +$10.5K 0.11% 80
2015
Q2 		$206K Sell
3,838
-500
-12% -$25.4K 0.09% 83
2015
Q1 		$205K Buy
+4,338
New +$195K 0.09% 85
2014
Q2 		– Sell
-6,816
Closed -$250K – 82
2014
Q1 		$250K Buy
6,816
+400
+6% +$14.8K 0.12% 71
2013
Q4 		$251K Sell
6,416
-2,000
-24% -$79.1K 0.12% 72
2013
Q3 		$324K Buy
+8,416
New +$302K 0.17% 66

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

Univest Financial's SBUX Position: Q2 2026 in Review

Univest Financial increased its Starbucks (SBUX) stake by 1.2% in Q2 2026, buying an estimated $8.06K and bringing the position to 6,560 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #181.

Univest Financial first reported a position in SBUX in Q3 2013 and has held it in 20 quarters since. The position peaked at $975K in Q3 2024. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Univest Financial held 6,560 shares of Starbucks worth $670K as of Q2 2026.
  • Univest Financial bought 80 Starbucks shares in Q2 2026, an estimated $8.06K.
  • Starbucks made up 0.03% of Univest Financial's portfolio in Q2 2026, its #181 holding.
  • Univest Financial first reported a position in Starbucks in Q3 2013 and has held it in 20 quarters since.
  • Univest Financial's Starbucks position peaked at $975K in Q3 2024.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.