SBUX
Starbucks Corp
7 super-investors hold SBUX worth a combined $629M. The largest position: Polen Capital Management at 3.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 34 — ranked #235 of 724 scored stocks.
Why super-investors own SBUX
Polen Capital Management dominates this position, holding $453M worth — roughly 72% of the cohort's entire $629M combined stake — at 3.1% of its portfolio, making it the clear conviction anchor. Christopher Bloomstran and David Katz hold smaller but meaningful allocations at 2.7% and 1.8% respectively. Notably, the cohort's owner count tells a story of prolonged erosion: from a peak of 4 holders two years ago down to just 1 before ticking back up to the current 7 — though that jump likely reflects reclassification or new entrants rather than a broad sentiment shift. No manager added, trimmed, started, or exited in 2026Q1, leaving the quarter entirely static. Interest appears stable but narrowly concentrated rather than broadly rising.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 3.1% | 32q | $453M | 5,055,488 |
| 2 | Joel Greenblatt | 0.1% | 38q | $75M | 842,305 |
| 3 | Thomas Gayner | 0.5% | 38q | $56M | 623,818 |
| 4 | Christopher Bloomstran | 2.7% | 32q | $23M | 251,300 |
| 5 | David Katz | 1.8% | 16q | $20M | 222,580 |
| 6 | First Eagle Investment Management | <0.1% | 23q | $1M | 16,376 |
| 7 | Lee Ainslie | <0.1% | 21q | $728K | 8,126 |
- 1Polen Capital Managementport3.1%val$453M5,055,488 sh·32q held
- 2Joel Greenblattport0.1%val$75M842,305 sh·38q held
- 3Thomas Gaynerport0.5%val$56M623,818 sh·38q held
- 4Christopher Bloomstranport2.7%val$23M251,300 sh·32q held
- 5David Katzport1.8%val$20M222,580 sh·16q held
- 6First Eagle Investment Managementport<0.1%val$1M16,376 sh·23q held
- 7Lee Ainslieport<0.1%val$728K8,126 sh·21q held
Owners of SBUX also hold
Long US equity 13F-HR filings only. CUSIP 855244109. Not investment advice.