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Studio Investment Management’s Starbucks SBUX Stock Holding History

Studio Investment 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 		$252K Sell
2,808
-37
-1% -$3.5K 0.05% 166
2025
Q4 		$240K Buy
2,845
+132
+5% +$11.1K 0.04% 166
2025
Q3 		$230K Buy
2,713
+86
+3% +$7.7K 0.04% 164
2025
Q2 		$241K Buy
2,627
+6
+0.2% +$520 0.05% 160
2025
Q1 		$257K Sell
2,621
-1,224
-32% -$127K 0.05% 155
2024
Q4 		$351K Sell
3,845
-7,573
-66% -$733K 0.07% 129
2024
Q3 		$1.11M Buy
11,418
+1,367
+14% +$117K 0.23% 76
2024
Q2 		$782K Buy
10,051
+1,371
+16% +$112K 0.18% 83
2024
Q1 		$793K Buy
8,680
+559
+7% +$52K 0.19% 81
2023
Q4 		$780K Buy
8,121
+2,409
+42% +$234K 0.2% 80
2023
Q3 		$521K Buy
5,712
+2,000
+54% +$196K 0.15% 79
2023
Q2 		$368K Buy
3,712
+205
+6% +$21.3K 0.1% 109
2023
Q1 		$365K Sell
3,507
-1,615
-32% -$168K 0.11% 100
2022
Q4 		$508K Buy
5,122
+357
+7% +$33.7K 0.16% 65
2022
Q3 		$401K Sell
4,765
-626
-12% -$53.2K 0.14% 74
2022
Q2 		$412K Buy
5,391
+619
+13% +$47.5K 0.14% 75
2022
Q1 		$434K Buy
4,772
+722
+18% +$68.1K 0.14% 81
2021
Q4 		$474K Buy
4,050
+826
+26% +$93.1K 0.17% 77
2021
Q3 		$356K Buy
+3,224
New +$377K 0.15% 75

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