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Union Savings Bank’s Starbucks SBUX Stock Holding History

Union Savings Bank’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 		$164K Hold
1,827
– – 0.07% 137
2025
Q4 		$154K Buy
+1,827
New +$154K 0.07% 145
2025
Q2 		$151K Hold
1,690
– – 0.07% 142
2025
Q1 		$166K Hold
1,690
– – 0.08% 135
2024
Q4 		$154K Sell
1,690
-75
-4% -$7.26K 0.08% 136
2024
Q3 		$172K Buy
1,765
+175
+11% +$15K 0.08% 141
2024
Q2 		$124K Sell
1,590
-275
-15% -$22.4K 0.07% 158
2024
Q1 		$170K Sell
1,865
-89
-5% -$8.28K 0.09% 135
2023
Q4 		$188K Buy
1,954
+184
+10% +$17.9K 0.11% 126
2023
Q3 		$162K Buy
1,770
+60
+4% +$5.89K 0.1% 132
2023
Q2 		$174K Buy
+1,710
New +$177K 0.1% 132

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