YHB Investment Advisors’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $311K | Sell |
3,047
-405
| -12% | -$40.8K | 0.02% | 270 |
|
|
2026
Q1 | $309K | Sell |
3,452
-669
| -16% | -$63.3K | 0.02% | 260 |
|
|
2025
Q4 | $347K | Sell |
4,121
-251
| -6% | -$21.2K | 0.02% | 239 |
|
|
2025
Q3 | $370K | Sell |
4,372
-210
| -5% | -$18.8K | 0.03% | 233 |
|
|
2025
Q2 | $420K | Sell |
4,582
-411
| -8% | -$35.6K | 0.03% | 225 |
|
|
2025
Q1 | $490K | Buy |
4,993
+29
| +0.6% | +$3K | 0.04% | 202 |
|
|
2024
Q4 | $453K | Sell |
4,964
-444
| -8% | -$43K | 0.04% | 204 |
|
|
2024
Q3 | $527K | Buy |
5,408
+162
| +3% | +$13.9K | 0.04% | 196 |
|
|
2024
Q2 | $408K | Sell |
5,246
-2,204
| -30% | -$179K | 0.04% | 217 |
|
|
2024
Q1 | $681K | Sell |
7,450
-1,392
| -16% | -$129K | 0.06% | 172 |
|
|
2023
Q4 | $849K | Sell |
8,842
-471
| -5% | -$45.8K | 0.08% | 148 |
|
|
2023
Q3 | $850K | Sell |
9,313
-1,457
| -14% | -$143K | 0.08% | 150 |
|
|
2023
Q2 | $1.07M | Sell |
10,770
-244
| -2% | -$25.3K | 0.1% | 146 |
|
|
2023
Q1 | $1.15M | Buy |
11,014
+7
| +0.1% | +$729 | 0.12% | 139 |
|
|
2022
Q4 | $1.09M | Sell |
11,007
-183
| -2% | -$17.3K | 0.12% | 136 |
|
|
2022
Q3 | $943K | Sell |
11,190
-471
| -4% | -$40K | 0.1% | 144 |
|
|
2022
Q2 | $891K | Sell |
11,661
-2,302
| -16% | -$177K | 0.09% | 156 |
|
|
2022
Q1 | $1.27M | Sell |
13,963
-2,298
| -14% | -$217K | 0.11% | 146 |
|
|
2021
Q4 | $1.9M | Buy |
16,261
+55
| +0.3% | +$6.2K | 0.15% | 134 |
|
|
2021
Q3 | $1.79M | Sell |
16,206
-130
| -0.8% | -$15.2K | 0.15% | 130 |
|
|
2021
Q2 | $1.83M | Sell |
16,336
-40
| -0.2% | -$4.52K | 0.16% | 130 |
|
|
2021
Q1 | $1.94M | Sell |
16,376
-1,021
| -6% | -$107K | 0.17% | 127 |
|
|
2020
Q4 | $1.86M | Buy |
17,397
+1,128
| +7% | +$108K | 0.18% | 118 |
|
|
2020
Q3 | $1.4M | Buy |
16,269
+2,431
| +18% | +$194K | 0.15% | 128 |
|
|
2020
Q2 | $1.02M | Buy |
13,838
+57
| +0.4% | +$4.28K | 0.15% | 107 |
|
|
2020
Q1 | $906K | Buy |
13,781
+1,655
| +14% | +$134K | 0.16% | 104 |
|
|
2019
Q4 | $1.07M | Buy |
12,126
+92
| +0.8% | +$7.84K | 0.15% | 107 |
|
|
2019
Q3 | $1.06M | Buy |
12,034
+722
| +6% | +$66.9K | 0.16% | 107 |
|
|
2019
Q2 | $948K | Sell |
11,312
-147
| -1% | -$11.5K | 0.15% | 112 |
|
|
2019
Q1 | $852K | Sell |
11,459
-57
| -0.5% | -$3.92K | 0.13% | 123 |
|
|
2018
Q4 | $742K | Sell |
11,516
-37,677
| -77% | -$2.36M | 0.13% | 121 |
|
|
2018
Q3 | $2.8M | Sell |
49,193
-4,680
| -9% | -$247K | 0.42% | 66 |
|
|
2018
Q2 | $2.63M | Sell |
53,873
-502
| -0.9% | -$28.5K | 0.43% | 71 |
|
|
2018
Q1 | $3.15M | Sell |
54,375
-1,321
| -2% | -$76.4K | 0.53% | 63 |
|
|
2017
Q4 | $3.2M | Sell |
55,696
-1,004
| -2% | -$56.8K | 0.55% | 63 |
|
|
2017
Q3 | $3.04M | Sell |
56,700
-6,561
| -10% | -$364K | 0.54% | 64 |
|
|
2017
Q2 | $3.69M | Buy |
63,261
+6,251
| +11% | +$378K | 0.63% | 51 |
|
|
2017
Q1 | $3.42M | Buy |
57,010
+1,046
| +2% | +$59.2K | 0.66% | 48 |
|
|
2016
Q4 | $3.11M | Buy |
55,964
+2,173
| +4% | +$120K | 0.65% | 54 |
|
|
2016
Q3 | $2.91M | Buy |
53,791
+1,367
| +3% | +$76.4K | 0.7% | 48 |
|
|
2016
Q2 | $2.99M | Buy |
52,424
+2,162
| +4% | +$123K | 0.66% | 53 |
|
|
2016
Q1 | $3M | Buy |
50,262
+6,288
| +14% | +$366K | 0.81% | 43 |
|
|
2015
Q4 | $2.64M | Buy |
43,974
+9,132
| +26% | +$556K | 0.6% | 52 |
|
|
2015
Q3 | $1.98M | Buy |
34,842
+21,586
| +163% | +$1.21M | 0.47% | 68 |
|
|
2015
Q2 | $711K | Buy |
13,256
+1,802
| +16% | +$91.4K | 0.16% | 116 |
|
|
2015
Q1 | $542K | Buy |
11,454
+622
| +6% | +$27.9K | 0.12% | 122 |
|
|
2014
Q4 | $444K | Buy |
10,832
+1,520
| +16% | +$59.4K | 0.1% | 126 |
|
|
2014
Q3 | $351K | Buy |
9,312
+1,532
| +20% | +$59.3K | 0.08% | 127 |
|
|
2014
Q2 | $301K | Buy |
7,780
+1,142
| +17% | +$41.5K | 0.07% | 134 |
|
|
2014
Q1 | $244K | Buy |
+6,638
| New | +$246K | 0.06% | 142 |
|
Other funds holding SBUX
RP
CNB
GI
QCM
JC
LC
P
UAS
DC