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Sumitomo Mitsui Financial Group’s Starbucks SBUX Stock Holding History

Sumitomo Mitsui Financial Group’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
2025
Q4 		– Hold
0
– – – 199
2025
Q3 		– Hold
0
– – – 240
2020
Q4 		– Sell
-563
Closed -$48K – 172
2020
Q3 		$48K Buy
+563
New +$44.9K ﹤0.01% 138
2019
Q3 		– Sell
-5,750
Closed -$480K – 143
2019
Q2 		$480K Buy
+5,750
New +$451K 0.04% 76
2019
Q1 		– Sell
-6,000
Closed -$379K – 127
2018
Q4 		$379K Buy
6,000
+2,100
+54% +$131K 0.02% 81
2018
Q3 		$224K Buy
+3,900
New +$206K 0.02% 85
2018
Q2 		– Sell
-750
Closed -$43K – 137
2018
Q1 		$43K Sell
750
-464
-38% -$26.8K ﹤0.01% 105
2017
Q4 		$70K Sell
1,214
-822
-40% -$46.5K 0.01% 76
2017
Q3 		$111K Buy
+2,036
New +$113K 0.01% 73
2017
Q2 		– Sell
-1,140
Closed -$66K – 130
2017
Q1 		$66K Buy
+1,140
New +$64.5K 0.01% 54

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return