J. Goldman & Co’s Starbucks SBUX Stock Holding History

J. Goldman & Co’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
2024 Q3	–	Sell	-4,546	Closed	-$354K	–	598
2024 Q2	$354K	Buy	+4,546	New	+$370K	0.01%	380
2022 Q3	–	Sell	-26,392	Closed	-$2.02M	–	479
2022 Q2	$2.02M	Buy	+26,392	New	+$2.03M	0.1%	202
2021 Q4	–	Sell	-43,608	Closed	-$4.81M	–	424
2021 Q3	$4.81M	Buy	+43,608	New	+$5.11M	0.24%	120
2018 Q2	–	Sell	-107,885	Closed	-$6.25M	–	447
2018 Q1	$6.25M	Buy	+107,885	New	+$6.24M	0.27%	101
2014 Q4	–	Sell	-210,000	Closed	-$7.92M	–	265
2014 Q3	$7.92M	Buy	+210,000	New	+$8.12M	0.48%	60

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

J. Goldman & Co's SBUX Position: Q3 2024 in Review

J. Goldman & Co sold out of Starbucks (SBUX) in Q3 2024, closing a stake of 4,546 shares — an estimated $354K sold.

J. Goldman & Co first reported a position in SBUX in Q3 2014 and held it in 5 quarters. The position peaked at $7.92M in Q3 2014. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

J. Goldman & Co reported no remaining Starbucks position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 4,546 Starbucks shares in Q3 2024, an estimated $354K.
J. Goldman & Co first reported a position in Starbucks in Q3 2014 and held it in 5 quarters.
J. Goldman & Co's Starbucks position peaked at $7.92M in Q3 2014.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.