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
2022 Q3	–	Sell	-195,000	Closed	-$14.9M	–	478
2022 Q2	$14.9M	Buy	+195,000	New	+$15M	0.72%	34
2021 Q4	–	Sell	-29,000	Closed	-$3.2M	–	423
2021 Q3	$3.2M	Buy	+29,000	New	+$3.4M	0.16%	150
2021 Q2	–	Sell	-64,900	Closed	-$7.09M	–	501
2021 Q1	$7.09M	Buy	+64,900	New	+$6.81M	0.23%	115
2014 Q4	–	Sell	-245,000	Closed	-$9.24M	–	264
2014 Q3	$9.24M	Buy	+245,000	New	+$9.48M	0.56%	48

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.