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Secure Asset Management’s Starbucks SBUX Stock Holding History

Secure 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
2026
Q1 		$217K Sell
2,425
-13
-0.5% -$1.23K 0.03% 299
2025
Q4 		$205K Sell
2,438
-39
-2% -$3.29K 0.03% 323
2025
Q3 		$209K Buy
2,477
+1
+0% +$90 0.03% 294
2025
Q2 		$227K Buy
2,476
+16
+0.7% +$1.39K 0.04% 289
2025
Q1 		$241K Sell
2,460
-143
-5% -$14.8K 0.05% 264
2024
Q4 		$238K Buy
+2,603
New +$252K 0.04% 289
2024
Q3 		– Sell
-3,805
Closed -$296K – 320
2024
Q2 		$296K Buy
3,805
+227
+6% +$18.5K 0.06% 232
2024
Q1 		$327K Buy
3,578
+817
+30% +$76K 0.08% 173
2023
Q4 		$265K Sell
2,761
-487
-15% -$47.4K 0.07% 183
2023
Q3 		$296K Buy
3,248
+787
+32% +$77.2K 0.09% 162
2023
Q2 		$244K Buy
+2,461
New +$255K 0.07% 165
2022
Q2 		– Sell
-2,371
Closed -$216K – 210
2022
Q1 		$216K Buy
2,371
+69
+3% +$6.51K 0.1% 182
2021
Q4 		$269K Buy
+2,302
New +$260K 0.11% 160

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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