Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Starbucks Corp (SBUX)

2K + Investors. Track Smart Money conviction in SBUX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — SBUX

Based on 2340 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SBUX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
2,340 hedge funds hold SBUX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SBUX is almost the same as a year ago (-19 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

1106 buying1176 selling
Last quarter: 1,176 funds reduced or exited vs 1,106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-51 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 185 → 149 → 275 → 224. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new
1,707 out of 2,340 hedge funds have held SBUX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

224 → 185 → 149 → 275 → 224 new funds/Q
New funds entering each quarter: 185 → 149 → 275 → 224. A growing number of institutions are discovering SBUX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 2,418 holders: 1,809 (75%) are 2+ year veterans, 249 entered 1–2 years ago, and 360 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
69 of 2322 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SBUX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SBUX

In 2026 Q1, 1106 hedge funds were net buyers of SBUX (224 opened a new position, 882 added to an existing one), while 1176 reduced or exited (985 trimmed, 191 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 61% of total institutional value in SBUX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 2340.

Hedge Fund Ownership: SBUX

How many hedge funds hold SBUX — quarterly history vs. share price
Quarterly hedge fund ownership of SBUX vs. share price

Market Analysis: SBUX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBUX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Starbucks Corp (SBUX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBUX has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
SBUX
+13.5%
XLY
+8.9%

SBUX outperformed XLY by +4.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SBUX
-4.8%
XLY
+1.9%

Since the filing became public, SBUX outperformed XLY by -6.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

109 top-rated funds 12 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SBUX
2K + Investors

Track Smart Money conviction in SBUX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2315 2306 0.39%
13F Shares 964M 972M -0.86%
Total Value $83.98B $81.60B 2.92%
New Positions 218 275 -57
Increased Positions 857 712 +145
Closed Positions 209 208 +1
Reduced Positions 958 1088 -130
Total Calls 47 47 -
Total Puts 48 48 -
PUT/CALL Ratio 1.02 1.02 Neutral

Statistics: SBUX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBUX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SBUX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MSA Advisors, LLC 9.27% 344,057 $30.8M
2 Pacifica Capital Investments, LLC 7.51% 246,247 $22.1M
3 PARK CIRCLE Co 5.69% 68,620 $6.1M
4 R.H. Dinel Investment Counsel, Inc. 4.76% 65,675 $5.9M
5 Coerente Capital Management 3.59% 215,541 $19.3M
6 Inkwell Capital LLC 3.38% 37,057 $3.3M
7 William Allan Corp 3.37% 63,635 $5.7M
8 Price Financial Group Wealth Management, Inc 3.29% 2,016 $199K
9 Saratoga Research & Investment Management 3.20% 629,785 $56.4M
10 Range Rock Capital, LLC 3.18% 16,576 $1.5M
11 Polen Capital Management LLC 3.13% 5,055,488 $452.9M
12 Summitry LLC 3.03% 773,519 $69.3M
13 Absher Wealth Management, LLC 2.87% 273,290 $24.5M
14 Pine Haven Investment Counsel, Inc 2.75% 41,822 $3.7M
15 Semper Augustus Investments Group LLC 2.69% 251,300 $22.5M
16 Lincoln Capital LLC 2.65% 156,316 $14.0M
17 Henshaw Capital LLC 2.45% 330,000 $18.8M
18 Long Road Investment Counsel, LLC 2.41% 68,570 $6.1M
19 HS Management Partners, LLC 2.37% 75,583 $6.8M
20 Darwins River Capital, LP 2.16% 45,000 $4.0M
21 Mfg Wealth Management, INC. 2.08% 28,064 $2.5M
22 Governors Lane LP 2.00% 350,000 $31.4M
23 Gould Capital, LLC 1.97% 36,394 $3.3M
24 Twin City Private Wealth, LLC 1.94% 28,484 $2.6M
25 Compass Wealth Management LLC 1.92% 86,798 $7.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Starbucks Corp (SBUX)

What does the Smart Money Trend signal show for SBUX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SBUX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SBUX?

More sellers than buyers — 48% buying: Last quarter: 1,176 funds reduced or exited vs 1,106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SBUX holders?

Elite ownership — 61% AUM from top-100 funds: 69 of 2322 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SBUX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SBUX?

73% of holders stayed for 2+ years: 1,707 out of 2,340 hedge funds have held SBUX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Starbucks Corp (SBUX) following the 2026 Q1 hedge fund 13F filings?

As of today, SBUX has moved -4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of -6.7%. Since the quarter end (March 31, 2026), SBUX has gained +13.5% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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