SBUX
Starbucks Corporation · Consumer Cyclical · Restaurants
Données momentum (gérants comparables) :
étendue des détenteurs +10.5% ·
flux d'actions +30.0% ·
nouvelles positions nettes +9.5%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 173 | +4 | 841.94M | $86.03B | +6 | −2 |
| Q1 2026 | 172 | -5 | 811.10M | $72.63B | +2 | −8 |
| Q4 2025 | 176 | +1 | 839.36M | $70.68B | +3 | −1 |
| Q3 2025 | 24 | 0 | 453.61M | $38.37B | +1 | −2 |
| Q2 2025 | 22 | -2 | 426.05M | $39.03B | — | −2 |
| Q1 2025 | 21 | -3 | 218.36M | $21.41B | — | −3 |
| Q4 2024 | 24 | +2 | 206.98M | $18.88B | +3 | −1 |
| Q3 2024 | 21 | +2 | 138.04M | $13.45B | +3 | −1 |
| Q2 2024 | 19 | — | 85.05M | $6.62B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 45.75M | +935.4% | $4.46B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 24.28M | +1.4% | $2.36B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passif) | 24.28M | +1.4% | $2.36B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 18.17M | +190.2% | $1.77B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 18.17M | +190.2% | $1.77B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 15.15M | +100.6% | $1.48B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 14 | Norges Bank ✦ (passif) | 13.16M | -10.2% | $1.28B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 11.76M | +2.9% | $1.15B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 16 | Lone Pine Capital ✦ | 4.05M | Nouveau | $394.92M | 2.9% | New | 1 | SEC ↗ |
| 17 | Viking Global Investors ✦ | 1.67M | Nouveau | $162.34M | 0.6% | New | 1 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 1.02M | -6.4% | $99.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 744.54K | -64.5% | $72.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 744.54K | -64.5% | $72.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Baillie Gifford ✦ | 743.89K | -20.0% | $72.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baillie Gifford ✦ | 743.89K | -20.0% | $72.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Baillie Gifford ✦ | 743.89K | -20.0% | $72.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Baillie Gifford ✦ | 743.89K | -20.0% | $72.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Markel Group ✦ | 600.32K | +5.6% | $58.53M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 26 | Markel Group ✦ | 600.32K | +5.6% | $58.53M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 27 | Bridgewater Associates ✦ | 366.31K | -73.2% | $35.71M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 210.39K | -86.0% | $20.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 154.27K | -96.7% | $15.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 103.57K | -52.6% | $10.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 103.57K | -52.6% | $10.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Duquesne Family Office ✦ | 52.30K | Nouveau | $5.10M | 0.2% | New | 1 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 37.93K | -95.2% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 23.07K | -0.2% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Marshall Wace ✦ | 10.52K | -99.7% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | GAMCO Investors ✦ | 2.76K | -24.3% | $269,365 | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Lone Pine Capital | $394.92M | 2.9% |
| Viking Global Investors | $162.34M | 0.6% |
| Duquesne Family Office | $5.10M | 0.2% |
Sorti(e)
| Point72 Asset Management | $8.96M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 218.50K actions, $19,575 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.