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James Investment Research’s Starbucks SBUX Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-29
Closed -$3K – 488
2023
Q1 		$3K Sell
29
-2
-6% -$208 ﹤0.01% 524
2022
Q4 		$3K Hold
31
– – ﹤0.01% 515
2022
Q3 		$3K Hold
31
– – ﹤0.01% 488
2022
Q2 		$2K Hold
31
– – ﹤0.01% 490
2022
Q1 		$3K Buy
+31
New +$2.92K ﹤0.01% 474
2020
Q1 		– Sell
-32
Closed -$3K – 529
2019
Q4 		$3K Hold
32
– – ﹤0.01% 490
2019
Q3 		$3K Hold
32
– – ﹤0.01% 547
2019
Q2 		$3K Hold
32
– – ﹤0.01% 641
2019
Q1 		$2K Hold
32
– – ﹤0.01% 807
2018
Q4 		$2K Buy
+32
New +$2K ﹤0.01% 782
2016
Q4 		– Sell
-575
Closed -$31K – 587
2016
Q3 		$31K Buy
+575
New +$32.2K ﹤0.01% 442

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return