SEC 13F Intelligence

Virtus Investment Advisers, LLC / SBUX

Virtus Investment Advisers, LLC’s Starbucks Corp Position

Does Virtus Investment Advisers, LLC own Starbucks Corp (SBUX)? Not currently — the last reported position was 24.7K shares worth $2M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2023
Shares
24.7K
% of Portfolio
+1.53%
Quarters Held
4
position exited

Position History SBUX

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $2MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202324.7K$2M+1.53%
Q2 202335.6K$4M+2.40%
Q1 202334.3K$4M+2.50%
Q4 202222.8K$2M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Virtus Investment Advisers, LLC’s full portfolio or all institutional holders of SBUX.