AAS
SBUX icon

Ameritas Advisory Services’s Starbucks SBUX Stock Holding History

Ameritas Advisory Services’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 		$362K Sell
4,043
-144
-3% -$13.6K 0.01% 694
2025
Q4 		$353K Sell
4,187
-2,892
-41% -$244K 0.01% 697
2025
Q3 		$599K Sell
7,079
-9,523
-57% -$852K 0.04% 346
2025
Q2 		$1.52M Sell
16,602
-4,159
-20% -$360K 0.08% 250
2025
Q1 		$1.97M Sell
20,761
-1,666
-7% -$172K 0.08% 241
2024
Q4 		$2.05M Buy
22,427
+2,488
+12% +$241K 0.07% 251
2024
Q3 		$1.94M Sell
19,939
-2,837
-12% -$243K 0.08% 242
2024
Q2 		$1.77M Buy
22,776
+4,777
+27% +$389K 0.07% 278
2024
Q1 		$1.51M Buy
17,999
+9,103
+102% +$847K 0.06% 291
2023
Q4 		$850K Buy
8,896
+2,633
+42% +$256K 0.05% 323
2023
Q3 		$587K Sell
6,263
-400
-6% -$39.3K 0.03% 463
2023
Q2 		$640K Sell
6,663
-2,659
-29% -$276K 0.08% 243
2023
Q1 		$983K Sell
9,322
-4,448
-32% -$463K 0.05% 322
2022
Q4 		$1.37M Buy
13,770
+3,164
+30% +$299K 0.06% 275
2022
Q3 		$894K Sell
10,606
-729
-6% -$61.9K 0.05% 304
2022
Q2 		$866K Buy
11,335
+321
+3% +$24.7K 0.05% 316
2022
Q1 		$1M Sell
11,014
-78
-0.7% -$7.36K 0.04% 336
2021
Q4 		$1.3M Buy
+11,092
New +$1.25M 0.05% 293

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