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VELA Investment Management’s Starbucks SBUX Stock Holding History

VELA 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 		$347K Sell
3,875
-7,073
-65% -$669K 0.08% 156
2025
Q4 		$922K Sell
10,948
-2,438
-18% -$206K 0.22% 125
2025
Q3 		$1.13M Sell
13,386
-2,712
-17% -$243K 0.28% 109
2025
Q2 		$1.48M Sell
16,098
-16,690
-51% -$1.45M 0.4% 81
2025
Q1 		$3.22M Sell
32,788
-9,334
-22% -$965K 1.01% 28
2024
Q4 		$3.84M Buy
42,122
+155
+0.4% +$15K 1.07% 24
2024
Q3 		$4.09M Sell
41,967
-5,130
-11% -$440K 1.26% 19
2024
Q2 		$3.67M Buy
47,097
+15,950
+51% +$1.3M 1.14% 23
2024
Q1 		$2.85M Buy
31,147
+19,467
+167% +$1.81M 0.97% 27
2023
Q4 		$1.12M Sell
11,680
-742
-6% -$72.2K 0.43% 82
2023
Q3 		$1.13M Buy
12,422
+704
+6% +$69.1K 0.5% 67
2023
Q2 		$1.16M Buy
11,718
+757
+7% +$78.6K 0.54% 69
2023
Q1 		$1.14M Buy
10,961
+1,035
+10% +$108K 0.52% 68
2022
Q4 		$985K Hold
9,926
– – 0.49% 72
2022
Q3 		$836K Buy
9,926
+1,195
+14% +$102K 0.47% 72
2022
Q2 		$667K Buy
8,731
+5,939
+213% +$456K 0.38% 78
2022
Q1 		$254K Hold
2,792
– – 0.16% 111
2021
Q4 		$327K Buy
+2,792
New +$315K 0.22% 109

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

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

VELA Investment Management reduced its Starbucks (SBUX) stake by 65% in Q1 2026, selling an estimated $669K and leaving 3,875 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #156.

VELA Investment Management first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.09M in Q3 2024. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • VELA Investment Management held 3,875 shares of Starbucks worth $347K as of Q1 2026.
  • VELA Investment Management sold 7,073 Starbucks shares in Q1 2026, an estimated $669K.
  • Starbucks made up 0.08% of VELA Investment Management's portfolio in Q1 2026, its #156 holding.
  • VELA Investment Management first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • VELA Investment Management's Starbucks position peaked at $4.09M in Q3 2024.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.