Mendel Capital Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
5,556
-202
| -4% | -$18.5K | 0.29% | 61 |
|
|
2025
Q1 | $565K | Buy |
5,758
+37
| +0.6% | +$3.63K | 0.34% | 58 |
|
|
2024
Q4 | $522K | Buy |
5,721
+101
| +2% | +$9.22K | 0.32% | 59 |
|
|
2024
Q3 | $548K | Buy |
5,620
+326
| +6% | +$31.8K | 0.34% | 60 |
|
|
2024
Q2 | $412K | Sell |
5,294
-80
| -1% | -$6.23K | 0.27% | 67 |
|
|
2024
Q1 | $491K | Buy |
5,374
+285
| +6% | +$26K | 0.33% | 61 |
|
|
2023
Q4 | $489K | Buy |
5,089
+175
| +4% | +$16.8K | 0.35% | 59 |
|
|
2023
Q3 | $449K | Buy |
4,914
+215
| +5% | +$19.6K | 0.37% | 57 |
|
|
2023
Q2 | $465K | Buy |
4,699
+961
| +26% | +$95.2K | 0.37% | 58 |
|
|
2023
Q1 | $389K | Buy |
3,738
+683
| +22% | +$71.1K | 0.35% | 50 |
|
|
2022
Q4 | $303K | Buy |
3,055
+191
| +7% | +$18.9K | 0.32% | 52 |
|
|
2022
Q3 | $241K | Sell |
2,864
-564
| -16% | -$47.5K | 0.28% | 55 |
|
|
2022
Q2 | $262K | Sell |
3,428
-202
| -6% | -$15.4K | 0.29% | 58 |
|
|
2022
Q1 | $330K | Buy |
3,630
+391
| +12% | +$35.5K | 0.31% | 55 |
|
|
2021
Q4 | $379K | Buy |
+3,239
| New | +$379K | 0.35% | 47 |
|