Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CIA
Choate Investment Advisors’s
Starbucks
SBUX
Stock Holding History
Choate Investment Advisors’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
$357K
Sell
3,983
-180
-4%
-$17K
0.01%
353
2025
Q4
$351K
Sell
4,163
-31
-0.7%
-$2.62K
0.01%
356
2025
Q3
$355K
Sell
4,194
-1,462
-26%
-$131K
0.01%
335
2025
Q2
$518K
Buy
5,656
+1,927
+52%
+$167K
0.01%
265
2025
Q1
$366K
Buy
3,729
+140
+4%
+$14.5K
0.01%
300
2024
Q4
$327K
Buy
3,589
+181
+5%
+$17.5K
0.01%
318
2024
Q3
$332K
Buy
3,408
+108
+3%
+$9.27K
0.01%
302
2024
Q2
$257K
Sell
3,300
-64,882
-95%
-$5.28M
0.01%
327
2024
Q1
$6.23M
Buy
68,182
+18,935
+38%
+$1.76M
0.17%
76
2023
Q4
$4.73M
Buy
49,247
+15,777
+47%
+$1.54M
0.15%
80
2023
Q3
$3.05M
Buy
33,470
+11,377
+51%
+$1.12M
0.12%
79
2023
Q2
$2.19M
Buy
22,093
+18,758
+562%
+$1.95M
0.09%
86
2023
Q1
$347K
Hold
3,335
–
–
0.02%
213
2022
Q4
$331K
Hold
3,335
–
–
0.02%
211
2022
Q3
$281K
Hold
3,335
–
–
0.02%
209
2022
Q2
$255K
Sell
3,335
-55
-2%
-$4.22K
0.02%
227
2022
Q1
$308K
Hold
3,390
–
–
0.02%
240
2021
Q4
$397K
Buy
3,390
+528
+18%
+$59.5K
0.02%
203
2021
Q3
$316K
Sell
2,862
-54
-2%
-$6.32K
0.02%
215
2021
Q2
$326K
Buy
+2,916
New
+$330K
0.02%
212
Other funds holding SBUX
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close