SB

SBUX STARBUCKS CORP

2026Q2 · CUSIP 855244109 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
2,410
Institutions that reported holding it to the SEC
Net increase in holders
+60
Last quarter 2,350 → now 2,410
How unusual is that
Top 10%
Stronger buying than 94% of US stocks
What the filings say, in one paragraph

2,410 funds held SBUX at the end of 2026Q2, up 60 from the quarter before. That is stronger buying than 93.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $38.3B(YoY +4.5%), the P/E is 59.4x. SBUX has had 31 buying rushes in its history, and the price moved +0.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=886 2013Q4: holders=978 2014Q1: holders=955 2014Q2: holders=974 2014Q3: holders=973 2014Q4: holders=1077 2015Q1: holders=1138 2015Q2: holders=1192 2015Q3: holders=1261 2015Q4: holders=1366 2016Q1: holders=1359 2016Q2: holders=1368 2016Q3: holders=1339 2016Q4: holders=1430 2017Q1: holders=1426 2017Q2: holders=1443 2017Q3: holders=1396 2017Q4: holders=1551 2018Q1: holders=1579 2018Q2: holders=1499 2018Q3: holders=1484 2018Q4: holders=1619 2019Q1: holders=1703 2019Q2: holders=1737 2019Q3: holders=1769 2019Q4: holders=1919 2020Q1: holders=1872 2020Q2: holders=1941 2020Q3: holders=1997 2020Q4: holders=2207 2021Q1: holders=2233 2021Q2: holders=2252 2021Q3: holders=2249 2021Q4: holders=2417 2022Q1: holders=2276 2022Q2: holders=2146 2022Q3: holders=2156 2022Q4: holders=2324 2023Q1: holders=2374 2023Q2: holders=2346 2023Q3: holders=2306 2023Q4: holders=2463 2024Q1: holders=2444 2024Q2: holders=2263 2024Q3: holders=2339 2024Q4: holders=2411 2025Q1: holders=2405 2025Q2: holders=2353 2025Q3: holders=2269 2025Q4: holders=2336 2026Q1: holders=2350 2026Q2: holders=2410 -210 -105 +0 +105 +210 79716922587 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 31 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2025Q4 Top 10% -0.6% +11.8%
2024Q4 Top 10% -11.7% -23.4%
2024Q3 Top 5% -7.2% +11.9%
2023Q4 Top 5% -6.0% -15.9%
2023Q1 Top 5% -6.8% -8.1%
2022Q4 Top 1% in the market -3.3% +0.1%
2022Q3 Top 20% +7.6% +10.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
363
Change in large funds
+40
Total value they hold
$100.0B
Funds buying for the first time
226
Funds that sold out entirely
166
Price change that quarter
+1.0%
Funds holding puts (bearish)
49
Funds holding calls (bullish)
51

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
59.4
EPS (TTM)
$1.73
EPS YoY
-25.4%
Revenue (TTM)
$38.3B
Revenue YoY
+4.5%
Net margin
5.2%
ROE
—
Debt ratio
127.1%
FCF (TTM)
$3.6B
Dividend (TTM)
$2.48
Quarterly Revenue & EPS
2022-10-02: EPS 0.77 2023-01-01: EPS 0.74 2023-04-02: EPS 0.79 2023-07-02: EPS 0.99 2023-10-01: EPS 1.06 2023-12-31: EPS 0.90 2024-03-31: EPS 0.68 2024-06-30: EPS 0.93 2024-09-29: EPS 0.80 2024-12-29: EPS 0.69 2025-03-30: EPS 0.34 2025-06-29: EPS 0.49 2025-09-28: EPS 0.11 2025-12-28: EPS 0.26 2026-03-29: EPS 0.45 2026-06-28: EPS 0.91 0B 5.0B 9.9B $B 0.00 0.58 1.17 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 18 52 86 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-1.7B3.1B7.9B 20162017201820192020202120222023202420252026
Latest quarter $92M (2026-03-29)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-28 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.