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Westmount Partners’s Starbucks SBUX Stock Holding History

Westmount 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
2026
Q2 		$407K Buy
3,979
+26
+0.7% +$2.62K 0.09% 174
2026
Q1 		$354K Buy
3,953
+223
+6% +$21.1K 0.09% 185
2025
Q4 		$314K Sell
3,730
-263
-7% -$22.2K 0.08% 188
2025
Q3 		$337K Sell
3,993
-183
-4% -$16.4K 0.09% 179
2025
Q2 		$383K Buy
4,176
+61
+1% +$5.29K 0.11% 155
2025
Q1 		$404K Sell
4,115
-274
-6% -$28.3K 0.12% 145
2024
Q4 		$400K Buy
4,389
+4
+0.1% +$387 0.12% 134
2024
Q3 		$427K Sell
4,385
-792
-15% -$68K 0.13% 132
2024
Q2 		$399K Buy
5,177
+42
+0.8% +$3.42K 0.13% 131
2024
Q1 		$469K Sell
5,135
-94
-2% -$8.74K 0.17% 117
2023
Q4 		$502K Buy
5,229
+105
+2% +$10.2K 0.21% 103
2023
Q3 		$468K Buy
5,124
+12
+0.2% +$1.18K 0.21% 109
2023
Q2 		$506K Buy
5,112
+12
+0.2% +$1.25K 0.22% 101
2023
Q1 		$531K Buy
5,100
+290
+6% +$30.2K 0.25% 92
2022
Q4 		$477K Buy
+4,810
New +$454K 0.25% 95

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RP
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return