MFG
SBUX icon

Monumental Financial Group’s Starbucks SBUX Stock Holding History

Monumental Financial Group’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
2024
Q3 		$840K Sell
8,613
-1,334
-13% -$114K 0.31% 36
2024
Q2 		$774K Sell
9,947
-1,090
-10% -$88.8K 0.34% 35
2024
Q1 		$1.01M Sell
11,037
-311
-3% -$28.9K 0.54% 35
2023
Q4 		$1.09M Buy
11,348
+42
+0.4% +$4.09K 0.65% 34
2023
Q3 		$1.03M Buy
11,306
+554
+5% +$54.4K 0.69% 32
2023
Q2 		$1.07M Buy
10,752
+10,680
+14,833% +$1.11M 0.72% 32
2023
Q1 		$7K Buy
+72
New +$7.49K 0.01% 75
2022
Q2 		– Sell
-72
Closed -$7K – 56
2022
Q1 		$7K Buy
+72
New +$6.79K 0.01% 49
2021
Q3 		– Sell
-107
Closed -$12K – 78
2021
Q2 		$12K Sell
107
-7,173
-99% -$811K 0.01% 77
2021
Q1 		$795K Buy
+7,280
New +$764K 0.76% 20

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return