SBUX Starbucks Corp. COM

Ownership history in EVERETT HARRIS & CO /CA/  ·  82 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Starbucks Corp. COM (SBUX) in 82 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.61% in 2023 Q3. The latest visible filing shows SBUX at 0.99% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in Starbucks Corp. COM, 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
2025 Q4

SBUX was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How EVERETT HARRIS & CO /CA/ held SBUX — position size vs. price
% of Fund (quarterly)    SBUX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 971,577 -17,796 -1.8% 0.99% $81.8M 2026-02-14 (Est.) $93.79
2025 Q3 REDUCED 989,373 -34,806 -3.4% 1.03% $83.7M 2025-11-03 $79.86
2025 Q2 REDUCED 1,024,179 -18,228 -1.7% 1.20% $93.8M 2025-08-08 $90.28
2025 Q1 REDUCED 1,042,407 -8,182 -0.8% 1.31% $102.2M 2025-05-12 $83.37
2024 Q4 REDUCED 1,050,589 -8,087 -0.8% 1.21% $95.9M 2025-01-24 $95.64
2024 Q3 REDUCED 1,058,676 -31,183 -2.9% 1.28% $103.2M 2024-10-18 $93.15
2024 Q2 REDUCED 1,089,859 -33,925 -3.0% 1.09% $84.8M 2024-08-02 $72.55
2024 Q1 REDUCED 1,123,784 -8,446 -0.7% 1.36% $102.7M 2024-04-19 $83.14
2023 Q4 REDUCED 1,132,230 -1,467 -0.1% 1.56% $108.7M 2024-01-18 $88.05
2023 Q3 REDUCED 1,133,697 -7,713 -0.7% 1.61% $103.5M 2023-10-24 $88.77
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EVERETT HARRIS & CO /CA/ and SBUX

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

How long has EVERETT HARRIS & CO /CA/ reported owning SBUX?

EVERETT HARRIS & CO /CA/ reported SBUX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SBUX position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for SBUX was 1.61% in 2023 Q3.

What is the latest reported SBUX position on this page?

The most recent filing on this page is 2025 Q4, when EVERETT HARRIS & CO /CA/ reported 971,577 shares, equal to 0.99% of portfolio, with an estimated market value of $81.8M.

What does the chart on this SBUX ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'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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