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44 Wealth Management’s Starbucks SBUX Stock Holding History

44 Wealth Management’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$394K Buy
4,402
+693
+19% +$65.6K 0.14% 147
2025
Q4 		$312K Buy
3,709
+430
+13% +$36.3K 0.1% 171
2025
Q3 		$277K Sell
3,279
-396
-11% -$35.4K 0.09% 176
2025
Q2 		$337K Buy
3,675
+188
+5% +$16.3K 0.12% 164
2025
Q1 		$342K Buy
+3,487
New +$360K 0.13% 154
2023
Q2 		$1.13M Buy
11,401
+28
+0.2% +$2.91K 0.39% 64
2023
Q1 		$1.18M Buy
11,373
+340
+3% +$35.4K 0.4% 67
2022
Q4 		$1.09M Buy
11,033
+530
+5% +$50K 0.38% 69
2022
Q3 		$885K Buy
10,503
+1,530
+17% +$130K 0.36% 72
2022
Q2 		$685K Buy
8,973
+4,340
+94% +$333K 0.26% 84
2022
Q1 		$421K Buy
4,633
+213
+5% +$20.1K 0.15% 123
2021
Q4 		$517K Hold
4,420
– – 0.18% 107
2021
Q3 		$488K Sell
4,420
-46
-1% -$5.39K 0.19% 108
2021
Q2 		$499K Sell
4,466
-339
-7% -$38.3K 0.19% 108
2021
Q1 		$525K Sell
4,805
-4,274
-47% -$449K 0.22% 101
2020
Q4 		$971K Buy
+9,079
New +$867K 0.44% 53

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return