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Costello Asset Management’s Starbucks SBUX Stock Holding History

Costello Asset 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
2026
Q1 		$128K Buy
1,430
+30
+2% +$2.84K 0.04% 148
2025
Q4 		$118K Buy
1,400
+55
+4% +$4.64K 0.04% 138
2025
Q3 		$114K Buy
1,345
+5
+0.4% +$448 0.04% 143
2025
Q2 		$123K Buy
1,340
+5
+0.4% +$433 0.05% 139
2025
Q1 		$131K Buy
1,335
+1,245
+1,383% +$129K 0.05% 131
2024
Q4 		$8.21K Sell
90
-32,849
-100% -$3.18M 0.01% 152
2024
Q3 		$3.21M Sell
32,939
-7,690
-19% -$660K 2.15% 17
2024
Q2 		$3.16M Sell
40,629
-6,628
-14% -$540K 2.36% 16
2024
Q1 		$4.32M Buy
47,257
+7,366
+18% +$685K 3.09% 12
2023
Q4 		$3.83M Buy
39,891
+39,810
+49,148% +$3.87M 3.18% 12
2023
Q3 		$7.38K Sell
81
-4
-5% -$393 0.01% 151
2023
Q2 		$8.47K Buy
+85
New +$8.82K 0.01% 146

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