New Potomac Partners’s Starbucks SBUX Stock Holding History

New Potomac Partners’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	$21.8K	Buy	+224	New	+$19.2K	0.01%	135
2020 Q4	–	Sell	-224	Closed	-$19K	–	108
2020 Q3	$19K	Hold	224	–	–	0.02%	108
2020 Q2	$16K	Hold	224	–	–	0.01%	114
2020 Q1	$15K	Hold	224	–	–	0.02%	112
2019 Q4	$20K	Hold	224	–	–	0.02%	115
2019 Q3	$20K	Hold	224	–	–	0.02%	116
2019 Q2	$19K	Hold	224	–	–	0.02%	117
2019 Q1	$17K	Hold	224	–	–	0.02%	119
2018 Q4	$14K	Hold	224	–	–	0.02%	135
2018 Q3	$13K	Hold	224	–	–	0.01%	133
2018 Q2	$11K	Hold	224	–	–	0.01%	132
2018 Q1	$13K	Hold	224	–	–	0.01%	130
2017 Q4	$13K	Buy	+224	New	+$12.7K	0.01%	130

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Potomac Partners's SBUX Position: Q3 2024 in Review

New Potomac Partners opened a new position in Starbucks (SBUX) in Q3 2024: 224 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in SBUX as recently as Q3 2020.

New Potomac Partners first reported a position in SBUX in Q4 2017 and has held it in 13 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

New Potomac Partners held 224 shares of Starbucks worth $21.8K as of Q3 2024.
Starbucks was a new New Potomac Partners position in Q3 2024.
Starbucks made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #135 holding.
New Potomac Partners first reported a position in Starbucks in Q4 2017 and has held it in 13 quarters since.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.