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ORG Partners’s Starbucks SBUX Stock Holding History

ORG 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
2025
Q4 		$146K Sell
1,737
-14
-0.8% -$1.18K 0.03% 375
2025
Q3 		$148K Sell
1,751
-32
-2% -$2.86K 0.03% 387
2025
Q2 		$169K Sell
1,783
-306
-15% -$26.5K 0.04% 348
2025
Q1 		$205K Buy
2,089
+225
+12% +$23.3K 0.05% 275
2024
Q4 		$170K Buy
1,864
+202
+12% +$19.5K 0.02% 347
2024
Q3 		$162K Sell
1,662
-2,039
-55% -$175K 0.03% 312
2024
Q2 		$286K Buy
3,701
+2,757
+292% +$225K 0.04% 341
2024
Q1 		$86.4K Sell
944
-2,718
-74% -$253K 0.16% 79
2023
Q4 		$352K Buy
3,662
+2,248
+159% +$219K 0.06% 216
2023
Q3 		$129K Sell
1,414
-474
-25% -$46.5K 0.04% 360
2023
Q2 		$187K Buy
+1,888
New +$196K 0.03% 390

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return