LI
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LRI Investments’s Starbucks SBUX Stock Holding History

LRI Investments’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
2026
Q1 		$82.7K Buy
923
+125
+16% +$11.8K 0.01% 446
2025
Q4 		$67.2K Hold
798
– – 0.01% 493
2025
Q3 		$67.5K Buy
798
+19
+2% +$1.7K 0.01% 496
2025
Q2 		$71.4K Sell
779
-1,061
-58% -$91.9K 0.01% 490
2025
Q1 		$180K Buy
1,840
+232
+14% +$24K 0.02% 283
2024
Q4 		$147K Sell
1,608
-133
-8% -$12.9K 0.01% 337
2024
Q3 		$173K Sell
1,741
-151
-8% -$13K 0.02% 312
2024
Q2 		$147K Buy
1,892
+1,053
+126% +$85.8K 0.02% 310
2024
Q1 		$76.7K Buy
+839
New +$78K 0.02% 231

Other funds holding SBUX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return