Bard Financial Services’s Starbucks SBUX Stock Holding History

Bard Financial 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
2025 Q3	$5.69M	Sell	67,269 -1,800	-3%	-$161K	0.62%	45
2025 Q2	$6.33M	Sell	69,069 -1,035	-1%	-$89.7K	0.76%	38
2025 Q1	$6.88M	Sell	70,104 -1,999	-3%	-$207K	0.84%	34
2024 Q4	$6.58M	Sell	72,103 -200	-0.3%	-$19.3K	0.79%	36
2024 Q3	$7.05M	Sell	72,303 -6,935	-9%	-$595K	0.83%	35
2024 Q2	$6.17M	Sell	79,238 -835	-1%	-$68K	0.64%	43
2024 Q1	$7.32M	Sell	80,073 -200	-0.2%	-$18.6K	0.78%	36
2023 Q4	$7.71M	Sell	80,273 -225	-0.3%	-$21.9K	0.86%	33
2023 Q3	$7.35M	Sell	80,498 -590	-0.7%	-$57.9K	0.91%	31
2023 Q2	$8.03M	Sell	81,088 -1,000	-1%	-$104K	0.61%	41
2023 Q1	$8.55M	Sell	82,088 -500	-0.6%	-$52K	0.68%	39
2022 Q4	$8.19M	Sell	82,588 -875	-1%	-$82.6K	0.7%	37
2022 Q3	$7.03M	Buy	83,463 +2,725	+3%	+$232K	0.66%	38
2022 Q2	$6.17M	Buy	80,738 +1,315	+2%	+$101K	0.56%	47
2022 Q1	$7.22M	Buy	79,423 +2,237	+3%	+$211K	0.59%	50
2021 Q4	$9.03M	Sell	77,186 -666	-0.9%	-$75.1K	0.73%	35
2021 Q3	$8.59M	Sell	77,852 -241	-0.3%	-$28.2K	0.76%	35
2021 Q2	$8.73M	Buy	78,093 +259	+0.3%	+$29.3K	0.78%	34
2021 Q1	$8.51M	Sell	77,834 -292	-0.4%	-$30.7K	0.82%	34
2020 Q4	$8.36M	Buy	+78,126	New	+$7.46M	0.84%	31

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 $5.72T 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

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

Geode Capital Management

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return