Starbucks Corp. (SBUX)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:7
Ownership rank:54
% of all portfolios:0.093%
Hold Price * :$92.66
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Add 25.46% 27,819 0.30
Thomas Gayner - Markel Group Add 1.69% 9,000 0.01
Jensen Investment Management Reduce 0.29% 13,844 0.01
First Eagle Investment Management Reduce 0.37% 188 0.00
Q4  2023
Lee Ainslie - Maverick Capital Add 103.66% 18,770 0.04
David Katz - Matrix Asset Advisors Add 1.55% 1,663 0.02
Christopher Bloomstran - Semper Augustus Add 1.43% 1,361 0.03
First Eagle Investment Management Add 0.47% 240 0.00
Jensen Investment Management Reduce 2.27% 112,614 0.08
Q3  2023
Jensen Investment Management Add 2.77% 133,620 0.10
David Katz - Matrix Asset Advisors Add 0.66% 703 0.01
Lee Ainslie - Maverick Capital Buy 18,108 0.04
Christopher Bloomstran - Semper Augustus Reduce 2.35% 2,280 0.05
Torray Funds Sell 100.00% 4,710 0.08
Q2  2023
Jensen Investment Management Add 1.12% 53,267 0.04
First Eagle Investment Management Reduce 0.10% 52 0.00
Christopher Bloomstran - Semper Augustus Reduce 0.48% 468 0.01
Francois Rochon - Giverny Capital Reduce 0.83% 52 0.00
David Katz - Matrix Asset Advisors Reduce 5.98% 6,805 0.09
Q1  2023
Jensen Investment Management Add 4.12% 188,513 0.15
Christopher Bloomstran - Semper Augustus Reduce 1.26% 1,246 0.03
First Eagle Investment Management Reduce 2.09% 1,083 0.00
David Katz - Matrix Asset Advisors Reduce 2.72% 3,174 0.05
Lee Ainslie - Maverick Capital Sell 100.00% 63,815 0.15
David Rolfe - Wedgewood Partners Sell 100.00% 5,595 0.10
Polen Capital Management Sell 100.00% 3,009 0.00
Q4  2022
Jensen Investment Management Add 5.49% 238,317 0.18
Lee Ainslie - Maverick Capital Buy 63,815 0.15
Christopher Bloomstran - Semper Augustus Reduce 0.07% 71 0.00
First Eagle Investment Management Reduce 0.30% 155 0.00
David Katz - Matrix Asset Advisors Reduce 0.54% 640 0.01
David Rolfe - Wedgewood Partners Reduce 77.96% 19,795 0.35
Polen Capital Management Reduce 99.68% 949,230 0.00
Q3  2022
Polen Capital Management Add 23.18% 179,201 0.04
Torray Funds Add 5.61% 250 0.00
David Katz - Matrix Asset Advisors Add 1.37% 1,592 0.02
Christopher Bloomstran - Semper Augustus Add 0.02% 24 0.00
Jensen Investment Management Reduce 0.13% 5,726 0.00
First Eagle Investment Management Reduce 0.60% 316 0.00
Francois Rochon - Giverny Capital Reduce 0.90% 57 0.00
David Rolfe - Wedgewood Partners Reduce 46.67% 22,222 0.35
Lee Ainslie - Maverick Capital Sell 100.00% 28,665 0.05
Q2  2022
Christopher Bloomstran - Semper Augustus Add 12.29% 10,828 0.25
Jensen Investment Management Add 3.03% 127,926 0.08
Thomas Gayner - Markel Group Add 0.57% 3,000 0.00
David Katz - Matrix Asset Advisors Buy 115,924 1.36
First Eagle Investment Management Reduce 0.68% 358 0.00
Polen Capital Management Reduce 9.04% 76,816 0.02
Lee Ainslie - Maverick Capital Reduce 40.56% 19,557 0.03
David Rolfe - Wedgewood Partners Reduce 77.90% 167,875 2.22
Terry Smith - Fundsmith Sell 100.00% 8,233,643 2.57
Q1  2022
First Eagle Investment Management Add 65.42% 20,815 0.00
Jensen Investment Management Add 20.46% 716,920 0.49
Christopher Bloomstran - Semper Augustus Add 12.46% 9,755 0.23
David Rolfe - Wedgewood Partners Add 9.78% 19,198 0.25
Thomas Gayner - Markel Group Add 0.19% 1,000 0.00
Lee Ainslie - Maverick Capital Buy 48,222 0.08
Torray Funds Reduce 2.19% 100 0.00
Terry Smith - Fundsmith Reduce 28.88% 3,343,106 1.04
Polen Capital Management Reduce 93.55% 12,329,189 2.18
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 1,778 0.00
Q4  2021
Torray Funds Add 11.63% 475 0.01
Terry Smith - Fundsmith Add 7.74% 831,723 0.24
Jensen Investment Management Add 2.73% 93,157 0.08
Polen Capital Management Add 1.37% 178,673 0.04
Christopher Bloomstran - Semper Augustus Add 0.14% 111 0.00
Thomas Russo - Gardner Russo & Quinn Buy 1,778 0.00
Francois Rochon - Giverny Capital Reduce 0.08% 5 0.00
David Rolfe - Wedgewood Partners Reduce 3.51% 7,131 0.11
First Eagle Investment Management Reduce 15.91% 6,020 0.00
Q3  2021
Terry Smith - Fundsmith Reduce 0.01% 1,259 0.00
First Eagle Investment Management Reduce 0.86% 327 0.00
Jensen Investment Management Reduce 6.27% 228,095 0.20
Christopher Bloomstran - Semper Augustus Reduce 7.56% 6,395 0.23
Polen Capital Management Reduce 12.17% 1,801,780 0.36
David Rolfe - Wedgewood Partners Reduce 20.02% 50,904 0.79
Lee Ainslie - Maverick Capital Sell 100.00% 87,270 0.09
Q2  2021
Lee Ainslie - Maverick Capital Add 181.71% 56,291 0.06
Jensen Investment Management Add 16.82% 523,888 0.44
Polen Capital Management Add 5.37% 753,946 0.16
Torray Funds Add 2.13% 85 0.00
Terry Smith - Fundsmith Add 0.24% 25,856 0.01
Thomas Gayner - Markel Group Add 0.09% 500 0.00
David Rolfe - Wedgewood Partners Reduce 5.11% 13,700 0.22
Christopher Bloomstran - Semper Augustus Reduce 18.72% 19,480 0.72
First Eagle Investment Management Reduce 65.90% 73,743 0.02
Q1  2021
Jensen Investment Management Add 3.32% 99,991 0.09
Terry Smith - Fundsmith Add 2.68% 279,348 0.10
Polen Capital Management Add 1.78% 245,298 0.06
Christopher Bloomstran - Semper Augustus Reduce 0.97% 1,017 0.04
David Rolfe - Wedgewood Partners Reduce 6.14% 17,527 0.29
Lee Ainslie - Maverick Capital Reduce 18.09% 6,840 0.01
Bill Ackman - Pershing Square Capital Management Sell 100.00% 10,070,042 10.77
Q4  2020
Lee Ainslie - Maverick Capital Add 160.73% 23,314 0.04
First Eagle Investment Management Add 24.35% 21,916 0.01
Polen Capital Management Add 4.88% 642,368 0.16
Terry Smith - Fundsmith Add 0.57% 58,866 0.02
Jensen Investment Management Add 0.50% 15,007 0.01
Bill Ackman - Pershing Square Capital Management Reduce 0.60% 60,966 0.07
David Rolfe - Wedgewood Partners Reduce 6.39% 19,497 0.31

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.