BMM
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Buffington Mohr McNeal’s Starbucks SBUX Stock Holding History

Buffington Mohr McNeal’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
2024
Q1 		– Sell
-2,230
Closed -$214K – 134
2023
Q4 		$214K Buy
+2,230
New +$217K 0.04% 126
2020
Q1 		– Sell
-9,077
Closed -$798K – 114
2019
Q4 		$798K Buy
9,077
+1,125
+14% +$95.9K 0.23% 71
2019
Q3 		$703K Buy
7,952
+175
+2% +$16.2K 0.22% 74
2019
Q2 		$652K Hold
7,777
– – 0.2% 81
2019
Q1 		$578K Sell
7,777
-151
-2% -$10.4K 0.19% 86
2018
Q4 		$511K Buy
7,928
+357
+5% +$22.3K 0.21% 84
2018
Q3 		$430K Buy
7,571
+80
+1% +$4.23K 0.15% 97
2018
Q2 		$366K Hold
7,491
– – 0.14% 99
2018
Q1 		$434K Buy
7,491
+1,000
+15% +$57.8K 0.17% 96
2017
Q4 		$373K Sell
6,491
-90
-1% -$5.09K 0.14% 99
2017
Q3 		$361K Sell
6,581
-817
-11% -$45.3K 0.14% 101
2017
Q2 		$431K Buy
+7,398
New +$447K 0.17% 96
2017
Q1 		– Sell
-2,142
Closed -$119K – 127
2016
Q4 		$119K Hold
2,142
– – 0.05% 149
2016
Q3 		$115K Buy
2,142
+17
+0.8% +$951 0.05% 145
2016
Q2 		$121K Sell
2,125
-100
-4% -$5.69K 0.05% 143
2016
Q1 		$133K Sell
2,225
-75
-3% -$4.37K 0.06% 146
2015
Q4 		$138K Buy
2,300
+200
+10% +$12.2K 0.07% 115
2015
Q3 		$119K Hold
2,100
– – 0.08% 75
2015
Q2 		$112K Buy
+2,100
New +$107K 0.06% 89

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $501B 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return