Congress Wealth Management’s Starbucks SBUX Stock Holding History

Congress Wealth Management’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	$948K	Sell	10,345 -25,734	-71%	-$2.23M	0.01%	725
2025 Q1	$3.52M	Buy	36,079 +18,849	+109%	+$1.95M	0.04%	379
2024 Q4	$1.57M	Buy	17,230 +2,406	+16%	+$233K	0.02%	447
2024 Q3	$1.45M	Buy	14,824 +4,799	+48%	+$412K	0.02%	465
2024 Q2	$781K	Sell	10,025 -7,431	-43%	-$605K	0.01%	467
2024 Q1	$1.6M	Buy	17,456 +1,495	+9%	+$139K	0.03%	336
2023 Q4	$1.53M	Buy	15,961 +8,551	+115%	+$832K	0.03%	345
2023 Q3	$676K	Buy	7,410 +472	+7%	+$46.3K	0.01%	413
2023 Q2	$687K	Sell	6,938 -95	-1%	-$9.86K	0.02%	375
2023 Q1	$732K	Sell	7,033 -8	-0.1%	-$833	0.02%	379
2022 Q4	$698K	Buy	7,041 +195	+3%	+$18.4K	0.02%	374
2022 Q3	$577K	Sell	6,846 -161	-2%	-$13.7K	0.02%	388
2022 Q2	$535K	Sell	7,007 -727	-9%	-$55.8K	0.01%	398
2022 Q1	$704K	Sell	7,734 -779	-9%	-$73.5K	0.02%	397
2021 Q4	$996K	Buy	+8,513	New	+$960K	0.02%	371

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

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 $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group

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