Ownership history in IMS Capital Management Β· 52 quarters on record
This page tracks every 13F SEC filing in which IMS Capital Management reported a position in STARBUCKS CORP COM (SBUX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π IMS Capital Management underperformed the S&P 500 by β29.9% annually on this SBUX position. Timing score: 53% (25/47 decisions correct). Average cost basis: $50.90. Maximum drawdown during holding period: β33.9%.
β Significantly underperformed the S&P 500 by 29.9% ann.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
25 of 47 add/trim decisions correct
Best entry: $9.05 (2010 Q2) Β· Worst: $105.56 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
31 adds Β· 17 trims. Bought during 11 of 16 down-price quarters. π More buys than sells across the holding period.
π IMS Capital Management has been actively increasing its SBUX allocation β a bullish signal from insiders.
Currently 1.22% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size