Clark & Stuart, Inc SBUX — STARBUCKS CORP

Ownership history in Clark & Stuart, Inc  ·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported STARBUCKS CORP (SBUX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.4% in 2025 Q1. The latest visible filing shows SBUX at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark & Stuart, Inc's position in STARBUCKS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBUX was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SBUX stock page Clark & Stuart, Inc fund profile Clark & Stuart, Inc full holdings
How Clark & Stuart, Inc held SBUX — position size vs. price
% of Fund (quarterly)    SBUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 5,150 — 0% 0.31% $461K 2026-04-13 $97.48
2025 Q4 REDUCED 7.3% +7.1% ❌ 5,150 -408 -7.3% 0.30% $434K 2026-01-07 $86.13
2025 Q3 UNCHANGED — — — 5,558 — 0% 0.34% $470K 2025-10-15 $81.74
2025 Q2 UNCHANGED — — — 5,558 — 0% 0.38% $509K 2025-07-23 $94.00
2025 Q1 UNCHANGED — — — 5,558 — 0% 0.40% $545K 2025-04-21 $78.51
2024 Q4 INITIATED — — — 5,558 — — 0.37% $507K 2025-01-13 $90.51

🏢 Other funds also holding SBUX

As of 2026 Q1 — sorted by position size

R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.76% COERENTE CAPITAL MANAGEMENT 3Y 3.59% Pine Haven Investment Counsel, Inc 3Y 2.75% WealthBridge Investment Counsel Inc. 3Y 2.2% MFG WEALTH MANAGEMENT, INC. 2.08% TWIN CITY PRIVATE WEALTH, LLC 1.94% Compass Wealth Management LLC 3Y 1.92% Granite Group Advisors, LLC 1.88% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 1.83% Harrington Investments, INC 3Y 7Y 1.75%

FAQ About Clark & Stuart, Inc and SBUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark & Stuart, Inc reported owning SBUX?

Clark & Stuart, Inc reported SBUX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SBUX position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for SBUX was 0.40% in 2025 Q1.

What is the latest reported SBUX position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 5,150 shares, equal to 0.31% of portfolio, with an estimated market value of $461K.

What does the chart on this SBUX ownership page compare?

The chart compares Clark & Stuart, Inc's quarterly SBUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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