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Sweet Financial Partners’s Starbucks SBUX Stock Holding History

Sweet Financial Partners’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
2024
Q3 		$251K Sell
2,570
-623
-20% -$53.5K 0.05% 174
2024
Q2 		$249K Buy
3,193
+3
+0.1% +$244 0.06% 172
2024
Q1 		$292K Sell
3,190
-192
-6% -$17.9K 0.07% 166
2023
Q4 		$325K Buy
3,382
+3
+0.1% +$292 0.08% 152
2023
Q3 		$308K Sell
3,379
-17
-0.5% -$1.67K 0.08% 143
2023
Q2 		$336K Sell
3,396
-397
-10% -$41.2K 0.09% 136
2023
Q1 		$395K Buy
3,793
+2
+0.1% +$208 0.11% 115
2022
Q4 		$376K Buy
3,791
+18
+0.5% +$1.7K 0.11% 115
2022
Q3 		$318K Buy
3,773
+13
+0.3% +$1.1K 0.1% 126
2022
Q2 		$287K Buy
3,760
+220
+6% +$16.9K 0.09% 131
2022
Q1 		$322K Buy
+3,540
New +$334K 0.09% 129

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return