Atria Wealth Solutions’s Starbucks SBUX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.87M	Sell	31,112 -46,134	-60%	-$4M	0.06%	330
2025 Q1	$7.58M	Sell	77,246 -2,461	-3%	-$254K	0.09%	231
2024 Q4	$7.27M	Sell	79,707 -22,727	-22%	-$2.2M	0.08%	255
2024 Q3	$9.99M	Sell	102,434 -19,161	-16%	-$1.64M	0.11%	196
2024 Q2	$9.47M	Sell	121,595 -5,394	-4%	-$439K	0.1%	198
2024 Q1	$11.6M	Buy	126,989 +1,786	+1%	+$166K	0.13%	166
2023 Q4	$12M	Buy	125,203 +816	+0.7%	+$79.4K	0.15%	147
2023 Q3	$11.4M	Buy	124,387 +1,800	+1%	+$177K	0.16%	137
2023 Q2	$12.1M	Buy	122,587 +3,314	+3%	+$344K	0.17%	129
2023 Q1	$12.4M	Sell	119,273 -2,278	-2%	-$237K	0.18%	123
2022 Q4	$12.1M	Buy	121,551 +6,865	+6%	+$648K	0.19%	119
2022 Q3	$9.66M	Buy	114,686 +66,685	+139%	+$5.67M	0.17%	129
2022 Q2	$3.67M	Sell	48,001 -35,813	-43%	-$2.75M	0.07%	294
2022 Q1	$7.62M	Buy	+83,814	New	+$7.91M	0.13%	171

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return