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Petredis Investment Advisors’s Starbucks SBUX Stock Holding History

Petredis Investment Advisors’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
2026
Q1 		– Sell
-18,501
Closed -$1.56M – 114
2025
Q4 		$1.56M Sell
18,501
-240
-1% -$20.2K 0.12% 86
2025
Q3 		$1.59M Sell
18,741
-116
-0.6% -$10.4K 0.13% 89
2025
Q2 		$1.73M Buy
18,857
+361
+2% +$31.3K 0.15% 87
2025
Q1 		$1.81M Buy
18,496
+311
+2% +$32.1K 0.19% 82
2024
Q4 		$1.66M Sell
18,185
-306
-2% -$29.6K 0.17% 80
2024
Q3 		$1.8M Buy
18,491
+77
+0.4% +$6.61K 0.19% 82
2024
Q2 		$1.43M Sell
18,414
-14
-0.1% -$1.14K 0.16% 84
2024
Q1 		$1.68M Buy
18,428
+625
+4% +$58.1K 0.2% 81
2023
Q4 		$1.71M Sell
17,803
-516
-3% -$50.2K 0.22% 84
2023
Q3 		$1.67M Buy
18,319
+62
+0.3% +$6.08K 0.24% 81
2023
Q2 		$1.81M Buy
18,257
+46
+0.3% +$4.77K 0.25% 80
2023
Q1 		$1.9M Buy
18,211
+222
+1% +$23.1K 0.3% 77
2022
Q4 		$1.78M Buy
+17,989
New +$1.7M 0.32% 72

Other funds holding SBUX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return