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Bleakley Financial Group’s Starbucks SBUX Stock Holding History

Bleakley Financial Group’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 		$2.36M Buy
26,389
+2,309
+10% +$218K 0.04% 358
2025
Q4 		$2.03M Buy
24,080
+2,589
+12% +$218K 0.04% 350
2025
Q3 		$1.82M Buy
21,491
+770
+4% +$68.9K 0.04% 308
2025
Q2 		$1.9M Buy
20,721
+1,372
+7% +$119K 0.05% 279
2025
Q1 		$1.9M Buy
19,349
+2,800
+17% +$289K 0.06% 249
2024
Q4 		$1.51M Buy
16,549
+552
+3% +$53.4K 0.05% 315
2024
Q3 		$1.56M Sell
15,997
-5,128
-24% -$440K 0.05% 299
2024
Q2 		$1.64M Sell
21,125
-4,164
-16% -$339K 0.05% 306
2024
Q1 		$2.31M Sell
25,289
-2,046
-7% -$190K 0.07% 271
2023
Q4 		$2.62M Buy
27,335
+7
+0% +$681 0.08% 226
2023
Q3 		$2.49M Sell
27,328
-9,733
-26% -$955K 0.09% 206
2023
Q2 		$3.67M Sell
37,061
-1,236
-3% -$128K 0.11% 163
2023
Q1 		$3.99M Buy
38,297
+820
+2% +$85.3K 0.13% 146
2022
Q4 		$3.72M Buy
+37,477
New +$3.54M 0.13% 151

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