SMFG
SBUX icon

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 		– Sell
-17,000
Closed -$78.2K – 196
2025
Q3 		$78.2K Buy
+17,000
New +$1.52M ﹤0.01% 136

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 $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sumitomo Mitsui Financial Group's SBUX Position: Q4 2020 in Review

Sumitomo Mitsui Financial Group sold out of Starbucks (SBUX) in Q4 2020, closing a stake of 563 shares — an estimated $48K sold.

Sumitomo Mitsui Financial Group first reported a position in SBUX in Q1 2017 and held it in 8 quarters. The position peaked at $480K in Q2 2019. 2,206 funds tracked by Wall St. Rank hold SBUX as of Q4 2020.

  • Sumitomo Mitsui Financial Group reported no remaining Starbucks position as of Q4 2020 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 563 Starbucks shares in Q4 2020, an estimated $48K.
  • Sumitomo Mitsui Financial Group first reported a position in Starbucks in Q1 2017 and held it in 8 quarters.
  • Sumitomo Mitsui Financial Group's Starbucks position peaked at $480K in Q2 2019.
  • 2,206 funds tracked by Wall St. Rank held Starbucks as of Q4 2020.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.