Lido Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22M | Buy |
245,190
+12,985
| +6% | +$1.23M | 0.09% | 186 |
|
|
2025
Q4 | $19.6M | Buy |
232,205
+837
| +0.4% | +$70.6K | 0.08% | 205 |
|
|
2025
Q3 | $19.6M | Buy |
231,368
+64,812
| +39% | +$5.8M | 0.08% | 196 |
|
|
2025
Q2 | $15.3M | Buy |
166,556
+11,877
| +8% | +$1.03M | 0.08% | 189 |
|
|
2025
Q1 | $15.2M | Buy |
154,679
+27,190
| +21% | +$2.81M | 0.09% | 174 |
|
|
2024
Q4 | $11.6M | Buy |
127,489
+8,524
| +7% | +$825K | 0.07% | 202 |
|
|
2024
Q3 | $11.6M | Buy |
118,965
+3,998
| +3% | +$343K | 0.09% | 185 |
|
|
2024
Q2 | $8.95M | Sell |
114,967
-4,656
| -4% | -$379K | 0.07% | 196 |
|
|
2024
Q1 | $10.9M | Sell |
119,623
-16,622
| -12% | -$1.55M | 0.1% | 160 |
|
|
2023
Q4 | $13.1M | Buy |
136,245
+7,658
| +6% | +$745K | 0.13% | 126 |
|
|
2023
Q3 | $11.7M | Buy |
128,587
+919
| +0.7% | +$90.2K | 0.13% | 124 |
|
|
2023
Q2 | $12.6M | Buy |
127,668
+7,188
| +6% | +$746K | 0.14% | 127 |
|
|
2023
Q1 | $12.5M | Sell |
120,480
-1,357
| -1% | -$141K | 0.18% | 103 |
|
|
2022
Q4 | $12.1M | Buy |
121,837
+37,065
| +44% | +$3.5M | 0.21% | 80 |
|
|
2022
Q3 | $7.14M | Buy |
84,772
+35,354
| +72% | +$3M | 0.14% | 115 |
|
|
2022
Q2 | $3.77M | Sell |
49,418
-92
| -0.2% | -$7.07K | 0.08% | 152 |
|
|
2022
Q1 | $4.5M | Buy |
49,510
+1,257
| +3% | +$119K | 0.09% | 157 |
|
|
2021
Q4 | $5.64M | Buy |
48,253
+2,772
| +6% | +$313K | 0.11% | 154 |
|
|
2021
Q3 | $5.1M | Buy |
45,481
+12,563
| +38% | +$1.47M | 0.11% | 153 |
|
|
2021
Q2 | $3.68M | Buy |
32,918
+3,960
| +14% | +$448K | 0.09% | 186 |
|
|
2021
Q1 | $3.16M | Buy |
28,958
+1,595
| +6% | +$167K | 0.09% | 175 |
|
|
2020
Q4 | $2.93M | Buy |
27,363
+1,937
| +8% | +$185K | 0.1% | 168 |
|
|
2020
Q3 | $2.19M | Sell |
25,426
-1,646
| -6% | -$131K | 0.09% | 157 |
|
|
2020
Q2 | $1.99M | Buy |
27,072
+674
| +3% | +$50.7K | 0.1% | 160 |
|
|
2020
Q1 | $1.74M | Sell |
26,398
-4,208
| -14% | -$340K | 0.11% | 147 |
|
|
2019
Q4 | $2.69M | Buy |
30,606
+6,645
| +28% | +$567K | 0.16% | 119 |
|
|
2019
Q3 | $2.12M | Buy |
23,961
+819
| +4% | +$75.9K | 0.16% | 117 |
|
|
2019
Q2 | $1.94M | Sell |
23,142
-16,440
| -42% | -$1.29M | 0.16% | 112 |
|
|
2019
Q1 | $2.94M | Buy |
39,582
+797
| +2% | +$54.8K | 0.26% | 79 |
|
|
2018
Q4 | $2.5M | Buy |
38,785
+6,608
| +21% | +$414K | 0.35% | 63 |
|
|
2018
Q3 | $1.83M | Buy |
32,177
+17,502
| +119% | +$925K | 0.24% | 81 |
|
|
2018
Q2 | $716K | Sell |
14,675
-3,656
| -20% | -$207K | 0.11% | 152 |
|
|
2018
Q1 | $1.06M | Buy |
18,331
+6,375
| +53% | +$369K | 0.18% | 94 |
|
|
2017
Q4 | $686K | Buy |
11,956
+62
| +0.5% | +$3.51K | 0.11% | 114 |
|
|
2017
Q3 | $652K | Sell |
11,894
-818
| -6% | -$45.3K | 0.11% | 117 |
|
|
2017
Q2 | $741K | Buy |
12,712
+50
| +0.4% | +$3.02K | 0.15% | 83 |
|
|
2017
Q1 | $772K | Buy |
12,662
+3,403
| +37% | +$193K | 0.21% | 74 |
|
|
2016
Q4 | $514K | Sell |
9,259
-3,475
| -27% | -$193K | 0.13% | 88 |
|
|
2016
Q3 | $689K | Sell |
12,734
-7,625
| -37% | -$426K | 0.21% | 49 |
|
|
2016
Q2 | $1.16M | Buy |
20,359
+2,118
| +12% | +$120K | 0.36% | 24 |
|
|
2016
Q1 | $1.09M | Buy |
+18,241
| New | +$1.06M | 0.37% | 26 |
|
Other funds holding SBUX
VCM
VPM
