Cyrus J. Lawrence’s Starbucks SBUX Stock Holding History

Cyrus J. Lawrence’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 Q1	–	Sell	-725	Closed	-$66K	–	144
2024 Q4	$66K	Hold	725	–	–	0.01%	107
2024 Q3	$70K	Sell	725 -520	-42%	-$44.6K	0.01%	103
2024 Q2	$96K	Sell	1,245 -33,030	-96%	-$2.69M	0.02%	81
2024 Q1	$3.13M	Buy	+34,275	New	+$3.19M	0.69%	39
2023 Q3	$5.22M	Sell	57,187 -111	-0.2%	-$10.9K	1.43%	36
2023 Q2	$5.67K	Buy	57,298 +851	+2%	+$88.3K	1.23%	34
2023 Q1	$5.88M	Buy	56,447 +1,404	+3%	+$146K	1.71%	33
2022 Q4	$5.46M	Sell	55,043 -289	-0.5%	-$27.3K	1.63%	36
2022 Q3	$4.66M	Sell	55,332 -350	-0.6%	-$29.7K	0.92%	35
2022 Q2	$4.25M	Sell	55,682 -4,600	-8%	-$353K	1.23%	32
2022 Q1	$5.48M	Buy	+60,282	New	+$5.69M	1.26%	36

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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