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 $5.7T AUM 30.48% 1-Year Est. Return

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 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 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