Kolinsky Wealth Management’s Starbucks SBUX Stock Holding History

Kolinsky Wealth Management’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 Q4	$303K	Sell	3,318 -257	-7%	-$24.9K	0.18%	116
2024 Q3	$349K	Buy	3,575 +401	+13%	+$34.4K	0.23%	102
2024 Q2	$247K	Sell	3,174 -1,451	-31%	-$118K	0.18%	125
2024 Q1	$423K	Sell	4,625 -135	-3%	-$12.6K	0.32%	72
2023 Q4	$457K	Buy	4,760 +87	+2%	+$8.47K	0.4%	60
2023 Q3	$426K	Sell	4,673 -49	-1%	-$4.81K	0.42%	56
2023 Q2	$466K	Sell	4,722 -433	-8%	-$44.9K	0.44%	54
2023 Q1	$537K	Sell	5,155 -18	-0.3%	-$1.87K	0.57%	31
2022 Q4	$513K	Sell	5,173 -828	-14%	-$78.1K	0.59%	31
2022 Q3	$506K	Buy	6,001 +354	+6%	+$30.1K	0.63%	27
2022 Q2	$431K	Buy	5,647 +1,298	+30%	+$99.7K	0.51%	40
2022 Q1	$396K	Sell	4,349 -963	-18%	-$90.9K	0.39%	49
2021 Q4	$621K	Buy	+5,312	New	+$599K	0.57%	29

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $501B 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return