SBUX STARBUCKS CORP
Executive Summary
Q2 2025 13F cluster for SBUX shows heavy net accumulation led by Capital Group doubling its stake (+$3.55B to $7.03B) and UBS adding +25%, alongside a new activist position from Tremblant. However, three quant/passive sellers including Renaissance Technologies exiting entirely and Two Sigma near-exiting offset a portion of the buying, creating a mixed conviction cluster overall.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.6B
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Capital Group | DOUBLED | +116.5% | $7.0B | $3.5B |
| UBS | ADD | +25.2% | $1.1B | $155.1M |
| Tremblant | NEW | +100% | $32.8M | $32.8M |
| Matrix | ADD | +25.7% | $18.8M | $2.8M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Renaissance Technologies | EXIT | -100% | $148.3M | -$148.3M |
| Two Sigma | NEAR_EXIT | -97.4% | $9.8M | -$9.6M |
| T. Rowe Price | TRIM | -64.5% | $1.4M | -$911.5K |
Actionable Insight
The cluster is dominated by mega-passive accumulation (Capital Group, UBS) overwhelming quant exits. The activist debut from Tremblant at $32.8M is small relative to market cap but adds a catalyst overhang. Traders should watch for Tremblant's next SC 13D filing for activist demands; the strong passive buying provides a bid, but quant selling signals waning momentum. Monitor next earnings for fundamental catalyst alignment.
Key Facts
- Aggregate 4 buyers accumulated $3.74B; 3 sellers disposed of $158.8M
- Capital Group (mega-passive) doubled its stake from $3.47B to $7.03B (+116.5% shares)
- UBS (mega-passive) added +25.2% to $1.07B
- Tremblant (activist) opened a new $32.8M position
- Renaissance Technologies (quant) fully exited a $148.3M position
- Two Sigma (quant) near-exited (-97.4% of shares)
- T. Rowe Price trimmed -64.5% of its position, reducing value from $1.4M to $452K
Financial Impact
Net institutional inflow of approximately $3.58B, with $8.15B in total disclosed current holdings from buyers and $158.8M in selling outflows
Risk Factors
- 13F data is 45+ days stale — positions may have been unwound already
- Two Sigma near-exit and RenTech full exit suggest quant models souring on SBUX
- Heavy passive buying may reflect index rebalancing rather than fundamental conviction
- Historical prior bullish/neutral calls on SBUX have underperformed SPY by -3.83% alpha at T+20
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SBUX-2025-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 14, 2026
today
|
Institutional Cluster
| — | awaiting T+5 | — | — |
|
Jun 13, 2026
1d ago
|
ANALYST-UPGRADE
| $105.80 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 12, 2026
2d ago
|
ANALYST-UPGRADE
| $96.59 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 12, 2026
2d ago
|
8-K
| $103.04 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $101.01 awaiting T+5 | awaiting T+5 | — | — |
|
May 31, 2026
14d ago
|
ANALYST-UPGRADE
| $97.60 $91.69 | ▼ −6.06% | ▼ −6.44% | — |
|
May 26, 2026
20d ago
|
Court Ruling
| $101.35 $96.51 | ▼ −4.77% | ▼ −5.86% | — |
|
May 20, 2026
25d ago
|
8-K
| $104.11 $99.12 | ▼ −4.79% | ▼ −6.64% | — |
|
May 15, 2026
4w ago
|
8-K
| $106.76 $103.10 | ▲ +3.43% | ▲ +4.39% | — |
|
May 14, 2026
4w ago
|
ANALYST-UPGRADE
| $106.38 $104.11 | ▼ −2.13% | ▼ −1.42% | — |
US Market Status
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