Morton 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 | $659K | Buy |
7,190
+534
| +8% | +$48.9K | 0.12% | 58 |
|
|
2025
Q1 | $653K | Sell |
6,656
-115
| -2% | -$11.3K | 0.13% | 57 |
|
|
2024
Q4 | $618K | Buy |
6,771
+4,003
| +145% | +$365K | 0.12% | 62 |
|
|
2024
Q3 | $270K | Buy |
+2,768
| New | +$270K | 0.05% | 86 |
|
|
2022
Q1 | – | Sell |
-2,617
| Closed | -$306K | – | 92 |
|
|
2021
Q4 | $306K | Buy |
+2,617
| New | +$306K | 0.12% | 63 |
|