IRON Financial’s Starbucks SBUX Stock Holding History

IRON 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	–	Sell	-3,222	Closed	-$295K	–	162
2025 Q2	$295K	Buy	3,222 +265	+9%	+$23K	0.15%	90
2025 Q1	$290K	Sell	2,957 -6,200	-68%	-$641K	0.16%	78
2024 Q4	$836K	Buy	9,157 +968	+12%	+$93.6K	0.47%	40
2024 Q3	$798K	Buy	8,189 +182	+2%	+$15.6K	0.43%	44
2024 Q2	$623K	Buy	8,007 +157	+2%	+$12.8K	0.35%	53
2024 Q1	$717K	Buy	+7,850	New	+$730K	0.4%	49
2022 Q1	–	Sell	-1,720	Closed	-$201K	–	126
2021 Q4	$201K	Buy	+1,720	New	+$194K	0.09%	110
2021 Q2	–	Sell	-2,822	Closed	-$308K	–	110
2021 Q1	$308K	Sell	2,822 -565	-17%	-$59.3K	0.16%	72
2020 Q4	$362K	Sell	3,387 -1,051	-24%	-$100K	0.18%	61
2020 Q3	$381K	Buy	4,438 +1,441	+48%	+$115K	0.21%	55
2020 Q2	$221K	Sell	2,997 -796	-21%	-$59.8K	0.11%	98
2020 Q1	$249K	Buy	3,793 +404	+12%	+$32.7K	0.16%	83
2019 Q4	$298K	Buy	3,389 +540	+19%	+$46K	0.14%	88
2019 Q3	$252K	Buy	+2,849	New	+$264K	0.19%	79

Other funds holding SBUX

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 New York $5.72T 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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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