Drive Wealth Management’s Starbucks SBUX Stock Holding History

Drive 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
2026 Q1	$319K	Buy	3,556 +107	+3%	+$10.1K	0.07%	245
2025 Q4	$290K	Buy	3,449 +131	+4%	+$11.1K	0.06%	257
2025 Q3	$281K	Sell	3,318 -258	-7%	-$23.1K	0.06%	246
2025 Q2	$328K	Sell	3,576 -901	-20%	-$78.1K	0.07%	223
2025 Q1	$439K	Sell	4,477 -5,718	-56%	-$591K	0.1%	156
2024 Q4	$930K	Sell	10,195 -190	-2%	-$18.4K	0.23%	82
2024 Q3	$1.01M	Sell	10,385 -19	-0.2%	-$1.63K	0.26%	73
2024 Q2	$810K	Buy	10,404 +7,860	+309%	+$640K	0.22%	86
2024 Q1	$232K	Sell	2,544 -310	-11%	-$28.8K	0.07%	263
2023 Q4	$274K	Sell	2,854 -80	-3%	-$7.79K	0.09%	207
2023 Q3	$268K	Buy	2,934 +230	+9%	+$22.6K	0.1%	187
2023 Q2	$268K	Sell	2,704 -194	-7%	-$20.1K	0.1%	198
2023 Q1	$302K	Sell	2,898 -150	-5%	-$15.6K	0.13%	174
2022 Q4	$302K	Buy	+3,048	New	+$288K	0.15%	157
2022 Q1	–	Sell	-3,310	Closed	-$387K	–	190
2021 Q4	$387K	Buy	+3,310	New	+$373K	0.34%	82

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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