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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
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 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

Univest Financial's SBUX Position: Q1 2026 in Review

Univest Financial reduced its Starbucks (SBUX) stake by 2.3% in Q1 2026, selling an estimated $14.7K and leaving 6,480 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #183.

Univest Financial first reported a position in SBUX in Q3 2013 and has held it in 19 quarters since. The position peaked at $975K in Q3 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Univest Financial held 6,480 shares of Starbucks worth $581K as of Q1 2026.
  • Univest Financial sold 155 Starbucks shares in Q1 2026, an estimated $14.7K.
  • Starbucks made up 0.03% of Univest Financial's portfolio in Q1 2026, its #183 holding.
  • Univest Financial first reported a position in Starbucks in Q3 2013 and has held it in 19 quarters since.
  • Univest Financial's Starbucks position peaked at $975K in Q3 2024.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.