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Trevian Wealth Management’s Starbucks SBUX Stock Holding History

Trevian Wealth 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 		$1.4M Buy
15,610
+5
+0% +$473 0.69% 17
2025
Q4 		$1.31M Sell
15,605
-396
-2% -$33.4K 0.62% 19
2025
Q3 		$1.35M Buy
+16,001
New +$1.43M 0.73% 16
2023
Q2 		– Sell
-2,916
Closed -$304K – 22
2023
Q1 		$304K Buy
2,916
+60
+2% +$6.25K 0.28% 23
2022
Q4 		$283K Sell
2,856
-189
-6% -$17.8K 0.31% 26
2022
Q3 		$257K Buy
3,045
+12
+0.4% +$1.02K 0.29% 26
2022
Q2 		$232K Buy
3,033
+20
+0.7% +$1.54K 0.25% 27
2022
Q1 		$274K Sell
3,013
-98
-3% -$9.25K 0.27% 26
2021
Q4 		$364K Buy
+3,111
New +$351K 0.35% 25

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