ZIM
Zacks Investment Management’s Starbucks SBUX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
115,936
-88
| -0.1% | -$8.06K | 0.09% | 168 |
|
|
2025
Q1 | $11.4M | Buy |
+116,024
| New | +$11.4M | 0.11% | 161 |
|
|
2024
Q1 | – | Sell |
-38,437
| Closed | -$3.69M | – | 702 |
|
|
2023
Q4 | $3.69M | Buy |
+38,437
| New | +$3.69M | 0.05% | 214 |
|
|
2023
Q3 | – | Sell |
-2,164
| Closed | -$214K | – | 697 |
|
|
2023
Q2 | $214K | Sell |
2,164
-60
| -3% | -$5.94K | ﹤0.01% | 587 |
|
|
2023
Q1 | $232K | Buy |
2,224
+67
| +3% | +$6.98K | ﹤0.01% | 560 |
|
|
2022
Q4 | $214K | Sell |
2,157
-342
| -14% | -$33.9K | ﹤0.01% | 556 |
|
|
2022
Q3 | $215K | Sell |
2,499
-4,171
| -63% | -$359K | ﹤0.01% | 528 |
|
|
2022
Q2 | $515K | Sell |
6,670
-155,151
| -96% | -$12M | 0.01% | 425 |
|
|
2022
Q1 | $14.7M | Sell |
161,821
-27,611
| -15% | -$2.51M | 0.2% | 119 |
|
|
2021
Q4 | $22.2M | Sell |
189,432
-14,474
| -7% | -$1.69M | 0.31% | 89 |
|
|
2021
Q3 | $22.5M | Buy |
203,906
+6,733
| +3% | +$743K | 0.36% | 83 |
|
|
2021
Q2 | $22M | Buy |
197,173
+28,499
| +17% | +$3.19M | 0.36% | 82 |
|
|
2021
Q1 | $18.4M | Buy |
168,674
+22,382
| +15% | +$2.45M | 0.33% | 88 |
|
|
2020
Q4 | $15.7M | Sell |
146,292
-841
| -0.6% | -$90K | 0.29% | 97 |
|
|
2020
Q3 | $12.6M | Sell |
147,133
-9,236
| -6% | -$794K | 0.26% | 102 |
|
|
2020
Q2 | $11.5M | Sell |
156,369
-75,738
| -33% | -$5.57M | 0.25% | 97 |
|
|
2020
Q1 | $15.3M | Buy |
232,107
+5,058
| +2% | +$333K | 0.37% | 75 |
|
|
2019
Q4 | $20M | Buy |
227,049
+9,852
| +5% | +$866K | 0.37% | 68 |
|
|
2019
Q3 | $19.2M | Buy |
217,197
+38,905
| +22% | +$3.44M | 0.38% | 71 |
|
|
2019
Q2 | $14.9M | Sell |
178,292
-462
| -0.3% | -$38.7K | 0.31% | 79 |
|
|
2019
Q1 | $13.3M | Sell |
178,754
-1,664
| -0.9% | -$124K | 0.29% | 83 |
|
|
2018
Q4 | $11.6M | Sell |
180,418
-2,064
| -1% | -$133K | 0.28% | 84 |
|
|
2018
Q3 | $10.4M | Sell |
182,482
-59,537
| -25% | -$3.38M | 0.22% | 102 |
|
|
2018
Q2 | $11.8M | Sell |
242,019
-304
| -0.1% | -$14.9K | 0.26% | 89 |
|
|
2018
Q1 | $14M | Sell |
242,323
-1,003
| -0.4% | -$58.1K | 0.31% | 81 |
|
|
2017
Q4 | $14M | Sell |
243,326
-1,509
| -0.6% | -$86.7K | 0.3% | 81 |
|
|
2017
Q3 | $13.2M | Sell |
244,835
-4,339
| -2% | -$233K | 0.31% | 82 |
|
|
2017
Q2 | $14.5M | Sell |
249,174
-7,392
| -3% | -$431K | 0.36% | 77 |
|
|
2017
Q1 | $15M | Sell |
256,566
-111
| -0% | -$6.48K | 0.38% | 76 |
|
|
2016
Q4 | $14.3M | Sell |
256,677
-37,070
| -13% | -$2.06M | 0.41% | 68 |
|
|
2016
Q3 | $15.9M | Buy |
293,747
+3,987
| +1% | +$216K | 0.45% | 67 |
|
|
2016
Q2 | $16.6M | Sell |
289,760
-2,742
| -0.9% | -$157K | 0.5% | 60 |
|
|
2016
Q1 | $17.5M | Buy |
292,502
+95,046
| +48% | +$5.67M | 0.55% | 56 |
|
|
2015
Q4 | $11.9M | Buy |
197,456
+6,386
| +3% | +$383K | 0.39% | 78 |
|
|
2015
Q3 | $10.9M | Sell |
191,070
-2,160
| -1% | -$123K | 0.38% | 83 |
|
|
2015
Q2 | $10.4M | Buy |
193,230
+95,568
| +98% | +$5.12M | 0.33% | 95 |
|
|
2015
Q1 | $9.24M | Buy |
97,662
+91,205
| +1,412% | +$8.63M | 0.29% | 106 |
|
|
2014
Q4 | $530K | Buy |
+6,457
| New | +$530K | 0.02% | 395 |
|