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Gries Financial’s Starbucks SBUX Stock Holding History

Gries Financial’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
Q3 		$1.71M Buy
20,217
+3,610
+22% +$323K 0.27% 81
2025
Q2 		$1.52M Sell
16,607
-2,117
-11% -$183K 0.28% 89
2025
Q1 		$1.84M Sell
18,724
-1,554
-8% -$161K 0.36% 61
2024
Q4 		$1.85M Sell
20,278
-699
-3% -$67.6K 0.33% 68
2024
Q3 		$2.05M Sell
20,977
-2,471
-11% -$212K 0.38% 64
2024
Q2 		$1.83M Buy
+23,448
New +$1.91M 0.38% 71
2024
Q1 		– Sell
-2,762
Closed -$265K – 281
2023
Q4 		$265K Buy
+2,762
New +$269K 0.06% 175
2022
Q1 		– Sell
-1,817
Closed -$213K – 161
2021
Q4 		$213K Sell
1,817
-113
-6% -$12.7K 0.09% 151
2021
Q3 		$213K Sell
1,930
-75
-4% -$8.78K 0.07% 153
2021
Q2 		$237K Sell
2,005
-22
-1% -$2.49K 0.08% 153
2021
Q1 		$224K Buy
+2,027
New +$213K 0.07% 159

Other funds holding SBUX

Vanguard Group
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return