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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 		– Sell
-7,800
Closed -$657K – 186
2025
Q4 		$657K Hold
7,800
– – 0.16% 138
2025
Q3 		$660K Hold
7,800
– – 0.16% 133
2025
Q2 		$715K Buy
+7,800
New +$676K 0.19% 125
2024
Q4 		– Sell
-10,000
Closed -$975K – 172
2024
Q3 		$975K Buy
+10,000
New +$858K 0.3% 105

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

VELA Investment Management's SBUX Position: Q2 2026 in Review

VELA Investment Management sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 3,875 shares — an estimated $347K sold.

VELA Investment Management first reported a position in SBUX in Q4 2021 and held it in 18 quarters. The position peaked at $4.09M in Q3 2024. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • VELA Investment Management reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • VELA Investment Management sold 3,875 Starbucks shares in Q2 2026, an estimated $347K.
  • VELA Investment Management first reported a position in Starbucks in Q4 2021 and held it in 18 quarters.
  • VELA Investment Management's Starbucks position peaked at $4.09M in Q3 2024.
  • 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.