OmniStar Financial Group’s Starbucks SBUX Stock Holding History

OmniStar 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
2018 Q4	–	Sell	-10,609	Closed	-$534K	–	141
2018 Q3	$534K	Buy	+10,609	New	+$561K	0.41%	76

Other funds holding SBUX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OmniStar Financial Group's SBUX Position: Q3 2024 in Review

OmniStar Financial Group sold out of Starbucks (SBUX) in Q3 2024, closing a stake of 15,214 shares — an estimated $1.18M sold.

OmniStar Financial Group first reported a position in SBUX in Q3 2018 and held it in 15 quarters. The position peaked at $2.5M in Q4 2018. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

OmniStar Financial Group reported no remaining Starbucks position as of Q3 2024 after selling out during the quarter.
OmniStar Financial Group sold 15,214 Starbucks shares in Q3 2024, an estimated $1.18M.
OmniStar Financial Group first reported a position in Starbucks in Q3 2018 and held it in 15 quarters.
OmniStar Financial Group's Starbucks position peaked at $2.5M in Q4 2018.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on OmniStar Financial Group's 13F filing for Q3 2024, filed 17 Oct 2024.