Current position

Ray Dalio’s Starbucks (SBUX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2010Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.30MHighest verified quarter-end share count
Quarters reported34Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Starbucks in Q1 2010. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 66.48K shares. The latest verified filing showed: Bought 1.1% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 1.1% more+743 shares · 66.48K shares reported after the change
Filing context

Quarter-end price $102.19 · Estimated holding basis $98.12

Q1 2026
Sold 19.6% of the position−16.04K shares · 65.74K shares remained
Filing context

Quarter-end price $89.59 · Estimated holding basis $98.07

Q4 2025
Bought 21.0% more+14.19K shares · 81.78K shares reported after the change
Filing context

Quarter-end price $84.21 · Estimated holding basis $98.07

Q3 2025
Bought 4.9% more+3.13K shares · 67.60K shares reported after the change
Filing context

Quarter-end price $84.60 · Estimated holding basis $100.98

Q2 2025
Sold 24.1% of the position−20.48K shares · 64.46K shares remained
Filing context

Quarter-end price $91.63 · Estimated holding basis $101.78

Q1 2025
Sold 57.5% of the position−115.11K shares · 84.95K shares remained
Filing context

Quarter-end price $98.09 · Estimated holding basis $101.78

Portfolio importance

How important is Starbucks in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#413of 997 reported positions
Peak portfolio weight1.7%Q4 2021
Best historical rank#12Q1 2023
At peak importanceQ4 2021
SBUX
1.7%
Largest holding
5.2%
Cross-investor discovery

Who else owns Starbucks?

Also reported by 2 other tracked investors in their latest verified filings.

Christopher BloomstranSemper Augustus Investments Group LLC
SBUX0.5% of reported portfolio
Joel GreenblattGotham Asset Management
SBUX0.0% of reported portfolio
Explore Starbucks across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$98.742026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$102.19Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$98.12Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Starbucks stock page →

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.