Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Starbucks Corp. (SBUX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 5,055,488 3.13 Reduce 25.49% 0.62 $89.59 $452,921,141 SEC
2025   Q4 6,785,308 2.44 Reduce 23.60% 0.58 $84.21 $571,390,749 SEC
2025   Q3 8,881,141 2.44 Reduce 8.14% 0.22 $84.60 $751,344,526 SEC
2025   Q2 9,668,618 2.72 Add 88.35% 1.28 $91.63 $885,935,504 SEC
2025   Q1 5,133,440 1.58 Buy 1.58 $98.09 $503,539,113 SEC
2023   Q1 0 0.00 Sell 100.00% <0.01 SEC
2022   Q4 3,009 <0.01 Reduce 99.68% 0.22 $99.20 $298,493 SEC
2022   Q3 952,239 0.22 Add 23.18% 0.04 $84.26 $80,236,000 SEC
2022   Q2 773,038 0.16 Reduce 9.04% 0.01 $76.39 $59,052,000 SEC
2022   Q1 849,854 0.15 Reduce 93.55% 2.42 $90.97 $77,311,000 SEC
2021   Q4 13,179,043 2.59 Add 1.37% 0.04 $116.97 $1,541,553,000 SEC
2021   Q3 13,000,370 2.63 Reduce 12.17% 0.39 $110.31 $1,434,071,000 SEC
2021   Q2 14,802,150 3.17 Add 5.37% 0.16 $111.81 $1,655,028,000 SEC
2021   Q1 14,048,204 3.46 Add 1.78% 0.06 $109.27 $1,535,047,000 SEC
2020   Q4 13,802,906 3.44 Add 4.88% 0.16 $106.98 $1,476,635,000 SEC
2020   Q3 13,160,538 3.03 Add 3.05% 0.09 $85.92 $1,130,753,000 SEC
2020   Q2 12,770,818 2.84 Add 59.02% 1.05 $73.59 $939,805,000 SEC
2020   Q1 8,031,200 2.29 Add 5.92% 0.13 $65.74 $527,971,000 SEC
2019   Q4 7,582,198 2.63 Add 3.73% 0.09 $87.92 $666,627,000 SEC
2019   Q3 7,309,875 2.98 Reduce 35.35% 1.63 $88.42 $646,339,000 SEC
2019   Q2 11,307,128 4.60 Reduce 16.77% 0.89 $83.83 $947,877,000 SEC
2019   Q1 13,585,953 5.28 Add 5.37% 0.27 $74.34 $1,009,980,000 SEC
2018   Q4 12,893,995 5.41 Reduce 28.51% 1.66 $64.40 $830,373,000 SEC
2018   Q3 18,035,326 5.84 Add 46.79% 1.86 $56.84 $1,025,128,000 SEC
2018   Q2 12,286,385 3.85 Add 0.46% 0.02 $48.85 $600,190,000 SEC
2018   Q1 12,229,797 5.03 Add 3.00% 0.15 $57.89 $707,983,000 SEC
2017   Q4 11,873,272 5.07 Add 1.06% 0.05 $57.43 $681,882,000 SEC
2017   Q3 11,748,596 5.08 Add 3.65% 0.18 $53.71 $631,017,000 SEC
2017   Q2 11,335,091 5.78 Add 8.32% 0.44 $58.31 $660,949,000 SEC
2017   Q1 10,464,718 5.69 Add 7.58% 0.40 $58.39 $611,035,000 SEC
2016   Q4 9,727,375 5.94 Add 7.81% 0.43 $55.52 $540,064,000 SEC
2016   Q3 9,022,392 5.82 Add 3.19% 0.18 $54.14 $488,472,000 SEC
2016   Q2 8,743,210 6.34 Add 11.62% 0.66 $57.12 $499,412,000 SEC
2016   Q1 7,832,928 6.42 Add 12.14% 0.70 $59.70 $467,626,000 SEC
2015   Q4 6,984,749 6.48 Add 10.10% 0.59 $60.03 $419,294,000 SEC
2015   Q3 6,344,218 6.61 Add 2.79% 0.18 $56.84 $360,605,000 SEC
2015   Q2 6,171,996 6.41 Add 91.96% 3.07 $53.62 $330,942,000 SEC
2015   Q1 3,215,212 5.94 Add 5.97% 0.33 $94.70 $304,481,000 SEC
2014   Q4 3,034,122 5.12 Reduce 1.97% 0.10 $82.05 $248,950,000 SEC
2014   Q3 3,094,987 5.25 Reduce 3.08% 0.17 $75.46 $233,548,000 SEC
2014   Q2 3,193,453 5.40 Reduce 4.94% 0.26 $77.38 $247,109,000 SEC
2014   Q1 3,359,443 5.33 Reduce 1.36% 0.08 $73.38 $246,516,000 SEC
2013   Q4 3,405,919 5.91 Reduce 3.68% 0.23 $78.39 $266,990,000 SEC
2013   Q3 3,535,935 6.27 Reduce 6.39% 0.40 $76.97 $272,161,000 SEC
2013   Q2 3,777,260 6.22 Buy 6.22 $65.49 $247,373,000 SEC