Wedge Capital Management’s Starbucks SBUX Stock Holding History

Wedge Capital 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 Q2	$239K	Buy	+2,341	New	+$236K	﹤0.01%	470
2024 Q1	–	Sell	-2,400	Closed	-$230K	–	519
2023 Q4	$230K	Buy	2,400 +199	+9%	+$19.4K	﹤0.01%	475
2023 Q3	$201K	Buy	2,201 +18	+0.8%	+$1.77K	﹤0.01%	488
2023 Q2	$216K	Sell	2,183 -151	-6%	-$15.7K	﹤0.01%	501
2023 Q1	$243K	Buy	2,334 +104	+5%	+$10.8K	﹤0.01%	376
2022 Q4	$221K	Buy	+2,230	New	+$210K	﹤0.01%	388
2021 Q4	–	Sell	-2,581	Closed	-$285K	–	432
2021 Q3	$285K	Sell	2,581 -22	-0.8%	-$2.58K	﹤0.01%	349
2021 Q2	$291K	Buy	+2,603	New	+$294K	﹤0.01%	347
2020 Q1	–	Sell	-2,785	Closed	-$245K	–	578
2019 Q4	$245K	Buy	2,785 +45	+2%	+$3.84K	﹤0.01%	504
2019 Q3	$242K	Hold	2,740	–	–	﹤0.01%	515
2019 Q2	$230K	Buy	+2,740	New	+$215K	﹤0.01%	576

Other funds holding SBUX

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return