SC&H Financial Advisors’s Starbucks SBUX Stock Holding History

SC&H Financial 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	$250K	Hold	2,787	–	–	0.04%	136
2025 Q4	$235K	Buy	2,787 +400	+17%	+$33.7K	0.04%	145
2025 Q3	$202K	Sell	2,387 -330	-12%	-$29.5K	0.03%	146
2025 Q2	$249K	Sell	2,717 -182	-6%	-$15.8K	0.04%	133
2025 Q1	$284K	Hold	2,899	–	–	0.06%	119
2024 Q4	$265K	Buy	2,899 +17	+0.6%	+$1.65K	0.05%	122
2024 Q3	$281K	Sell	2,882 -244	-8%	-$20.9K	0.06%	124
2024 Q2	$243K	Sell	3,126 -21	-0.7%	-$1.71K	0.06%	129
2024 Q1	$288K	Buy	3,147 +6	+0.2%	+$558	0.07%	119
2023 Q4	$302K	Buy	3,141 +5	+0.2%	+$487	0.09%	110
2023 Q3	$286K	Buy	3,136 +6	+0.2%	+$589	0.1%	112
2023 Q2	$310K	Buy	3,130 +5	+0.2%	+$519	0.1%	111
2023 Q1	$325K	Buy	3,125 +33	+1%	+$3.44K	0.12%	106
2022 Q4	$307K	Sell	3,092 -24	-0.8%	-$2.27K	0.13%	109
2022 Q3	$263K	Buy	3,116 +6	+0.2%	+$510	0.13%	110
2022 Q2	$238K	Buy	3,110 +411	+15%	+$31.6K	0.11%	128
2022 Q1	$246K	Sell	2,699 -1,544	-36%	-$146K	0.12%	134
2021 Q4	$496K	Buy	+4,243	New	+$478K	0.27%	85

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return