MBM Wealth Consultants’s Starbucks SBUX Stock Holding History

MBM Wealth Consultants’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	$61.5K	Buy	+686	New	+$64.9K	0.01%	143
2023 Q2	–	Sell	-1,758	Closed	-$183K	–	237
2023 Q1	$183K	Hold	1,758	–	–	0.07%	104
2022 Q4	$177K	Hold	1,758	–	–	0.08%	92
2022 Q3	$151K	Hold	1,758	–	–	0.07%	87
2022 Q2	$134K	Buy	1,758 +66	+4%	+$5.07K	0.07%	91
2022 Q1	$154K	Buy	1,692 +845	+100%	+$79.7K	0.06%	108
2021 Q4	$93K	Hold	847	–	–	0.04%	124
2021 Q3	$93K	Hold	847	–	–	0.04%	132
2021 Q2	$95K	Hold	847	–	–	0.04%	123
2021 Q1	$93K	Hold	847	–	–	0.05%	116
2020 Q4	$91K	Hold	847	–	–	0.05%	106
2020 Q3	$73K	Sell	847 -102	-11%	-$8.14K	0.05%	113
2020 Q2	$70K	Sell	949 -4,114	-81%	-$309K	0.05%	104
2020 Q1	$333K	Buy	5,063 +277	+6%	+$22.4K	0.28%	62
2019 Q4	$421K	Sell	4,786 -284	-6%	-$24.2K	0.31%	65
2019 Q3	$448K	Sell	5,070 -57	-1%	-$5.29K	0.35%	62
2019 Q2	$432K	Buy	5,127 +238	+5%	+$18.7K	0.36%	60
2019 Q1	$363K	Buy	4,889 +362	+8%	+$24.9K	0.32%	67
2018 Q4	$292K	Buy	+4,527	New	+$283K	0.28%	72

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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