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Peak Asset Management’s Starbucks SBUX Stock Holding History

Peak Asset Management’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
Q3 		– Sell
-2,581
Closed -$237K – 153
2025
Q2 		$237K Hold
2,581
– – 0.04% 139
2025
Q1 		$253K Hold
2,581
– – 0.05% 127
2024
Q4 		$236K Hold
2,581
– – 0.04% 138
2024
Q3 		$252K Hold
2,581
– – 0.05% 132
2024
Q2 		$201K Sell
2,581
-182
-7% -$14.8K 0.04% 145
2024
Q1 		$253K Sell
2,763
-5
-0.2% -$465 0.05% 128
2023
Q4 		$266K Buy
2,768
+5
+0.2% +$487 0.06% 125
2023
Q3 		$252K Hold
2,763
– – 0.06% 121
2023
Q2 		$274K Hold
2,763
– – 0.06% 120
2023
Q1 		$288K Buy
2,763
+182
+7% +$18.9K 0.07% 119
2022
Q4 		$256K Hold
2,581
– – 0.07% 124
2022
Q3 		$217K Buy
+2,581
New +$219K 0.06% 126
2022
Q2 		– Sell
-2,581
Closed -$235K – 142
2022
Q1 		$235K Hold
2,581
– – 0.05% 126
2021
Q4 		$302K Hold
2,581
– – 0.07% 116
2021
Q3 		$285K Sell
2,581
-100
-4% -$11.7K 0.07% 117
2021
Q2 		$300K Hold
2,681
– – 0.07% 117
2021
Q1 		$293K Hold
2,681
– – 0.07% 125
2020
Q4 		$287K Buy
2,681
+239
+10% +$22.8K 0.08% 118
2020
Q3 		$210K Buy
+2,442
New +$195K 0.06% 126

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return