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Litman Gregory Wealth Management’s Starbucks SBUX Stock Holding History

Litman Gregory 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
2025
Q4 		$153K Buy
+1,822
New +$154K 0.01% 159
2024
Q2 		– Sell
-2,667
Closed -$244K – 138
2024
Q1 		$244K Buy
+2,667
New +$248K 0.02% 118
2021
Q2 		– Sell
-200
Closed -$22K – 165
2021
Q1 		$22K Hold
200
– – ﹤0.01% 127
2020
Q4 		$21K Buy
+200
New +$19.1K ﹤0.01% 129
2019
Q1 		– Sell
-140
Closed -$9K – 146
2018
Q4 		$9K Buy
+140
New +$8.76K ﹤0.01% 117

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return