HUB Investment Partners’s Starbucks SBUX Stock Holding History

HUB Investment Partners’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	$1.17M	Sell	13,018 -2,198	-14%	-$208K	0.03%	342
2025 Q4	$1.28M	Buy	15,216 +326	+2%	+$27.5K	0.04%	263
2025 Q3	$1.26M	Sell	14,890 -2,171	-13%	-$194K	0.05%	252
2025 Q2	$1.56M	Buy	17,061 +241	+1%	+$20.9K	0.05%	212
2025 Q1	$1.65M	Buy	16,820 +375	+2%	+$38.8K	0.07%	184
2024 Q4	$1.5M	Sell	16,445 -1,068	-6%	-$103K	0.06%	173
2024 Q3	$1.71M	Sell	17,513 -1,707	-9%	-$146K	0.07%	161
2024 Q2	$1.5M	Buy	19,220 +2,430	+14%	+$198K	0.07%	163
2024 Q1	$1.53M	Buy	16,790 +3,644	+28%	+$339K	0.08%	159
2023 Q4	$1.26M	Buy	13,146 +8,775	+201%	+$854K	0.09%	157
2023 Q3	$399K	Buy	4,371 +888	+25%	+$87.2K	0.06%	166
2023 Q2	$345K	Buy	+3,483	New	+$362K	0.06%	175
2021 Q4	–	Sell	-1,834	Closed	-$202K	–	245
2021 Q3	$202K	Sell	1,834 -749	-29%	-$87.7K	0.05%	212
2021 Q2	$289K	Sell	2,583 -497	-16%	-$56.2K	0.08%	167
2021 Q1	$337K	Buy	+3,080	New	+$323K	0.1%	154

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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