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Penn Davis McFarland’s Starbucks SBUX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.68M Buy
29,199
+840
+3% +$77K 0.3% 44
2025
Q1
$2.78M Sell
28,359
-85
-0.3% -$8.34K 0.33% 42
2024
Q4
$2.6M Sell
28,444
-135
-0.5% -$12.3K 0.28% 48
2024
Q3
$2.79M Buy
+28,579
New +$2.79M 0.31% 44