Morningstar Investment Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.44M | Buy |
|
|||||
|
2025
Q2 | $653K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $669K | Buy |
|
|||||
|
2024
Q3 | $669K | Buy |
|
|||||
|
2024
Q2 | $254K | Buy |
|
|||||
|
2024
Q1 | $228K | Hold |
|
|||||
|
2023
Q4 | $239K | Hold |
|
|||||
|
2023
Q3 | $228K | Buy |
|
|||||
|
2023
Q2 | $219K | Hold |
|
|||||
|
2023
Q1 | $230K | Hold |
|
|||||
|
2022
Q4 | $219K | Buy |
|