Zuckerman Investment Group’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
115,391
+4,685
| +4% | +$429K | 1.02% | 34 |
|
|
2025
Q1 | $10.9M | Sell |
110,706
-3,364
| -3% | -$330K | 1.16% | 33 |
|
|
2024
Q4 | $12.3M | Buy |
114,070
+584
| +0.5% | +$63.2K | 1.18% | 34 |
|
|
2024
Q3 | $11.1M | Buy |
113,486
+87
| +0.1% | +$8.48K | 1.14% | 35 |
|
|
2024
Q2 | $8.83M | Buy |
113,399
+3,424
| +3% | +$267K | 1.02% | 35 |
|
|
2024
Q1 | $10.1M | Buy |
109,975
+45,013
| +69% | +$4.11M | 1.14% | 35 |
|
|
2023
Q4 | $6.24M | Sell |
64,962
-1,555
| -2% | -$149K | 0.81% | 42 |
|
|
2023
Q3 | $6.07M | Buy |
66,517
+427
| +0.6% | +$39K | 0.87% | 40 |
|
|
2023
Q2 | $6.55M | Sell |
66,090
-938
| -1% | -$92.9K | 0.94% | 36 |
|
|
2023
Q1 | $6.98M | Buy |
67,028
+181
| +0.3% | +$18.8K | 1.06% | 37 |
|
|
2022
Q4 | $6.63M | Buy |
66,847
+1,263
| +2% | +$125K | 1.05% | 38 |
|
|
2022
Q3 | $5.53M | Buy |
65,584
+263
| +0.4% | +$22.2K | 1.04% | 35 |
|
|
2022
Q2 | $4.99M | Buy |
65,321
+3,697
| +6% | +$282K | 0.91% | 39 |
|
|
2022
Q1 | $5.61M | Buy |
61,624
+620
| +1% | +$56.4K | 0.9% | 40 |
|
|
2021
Q4 | $7.14M | Buy |
61,004
+403
| +0.7% | +$47.1K | 1.11% | 39 |
|
|
2021
Q3 | $6.69M | Sell |
60,601
-760
| -1% | -$83.8K | 1.11% | 38 |
|
|
2021
Q2 | $6.86M | Sell |
61,361
-1,497
| -2% | -$167K | 1.08% | 38 |
|
|
2021
Q1 | $6.87M | Buy |
62,858
+615
| +1% | +$67.2K | 1.13% | 35 |
|
|
2020
Q4 | $6.66M | Sell |
62,243
-1,447
| -2% | -$155K | 1.23% | 35 |
|
|
2020
Q3 | $5.47M | Sell |
63,690
-2,445
| -4% | -$210K | 1.21% | 32 |
|
|
2020
Q2 | $4.87M | Sell |
66,135
-5,070
| -7% | -$373K | 1.15% | 35 |
|
|
2020
Q1 | $4.68M | Buy |
71,205
+65,920
| +1,247% | +$4.33M | 1.37% | 31 |
|
|
2019
Q4 | $465K | Hold |
5,285
| – | – | 0.1% | 50 |
|
|
2019
Q3 | $467K | Hold |
5,285
| – | – | 0.11% | 49 |
|
|
2019
Q2 | $443K | Buy |
5,285
+335
| +7% | +$28.1K | 0.1% | 49 |
|
|
2019
Q1 | $368K | Hold |
4,950
| – | – | 0.09% | 49 |
|
|
2018
Q4 | $319K | Sell |
4,950
-330
| -6% | -$21.3K | 0.09% | 47 |
|
|
2018
Q3 | $300K | Buy |
5,280
+280
| +6% | +$15.9K | 0.07% | 54 |
|
|
2018
Q2 | $244K | Hold |
5,000
| – | – | 0.06% | 54 |
|
|
2018
Q1 | $289K | Hold |
5,000
| – | – | 0.07% | 51 |
|
|
2017
Q4 | $287K | Hold |
5,000
| – | – | 0.07% | 50 |
|
|
2017
Q3 | $269K | Hold |
5,000
| – | – | 0.07% | 47 |
|
|
2017
Q2 | $292K | Hold |
5,000
| – | – | 0.08% | 47 |
|
|
2017
Q1 | $292K | Hold |
5,000
| – | – | 0.07% | 54 |
|
|
2016
Q4 | $278K | Hold |
5,000
| – | – | 0.07% | 51 |
|
|
2016
Q3 | $271K | Hold |
5,000
| – | – | 0.07% | 51 |
|
|
2016
Q2 | $286K | Hold |
5,000
| – | – | 0.08% | 51 |
|
|
2016
Q1 | $298K | Hold |
5,000
| – | – | 0.08% | 37 |
|
|
2015
Q4 | $300K | Hold |
5,000
| – | – | 0.07% | 42 |
|
|
2015
Q3 | $284K | Hold |
5,000
| – | – | 0.07% | 42 |
|
|
2015
Q2 | $268K | Hold |
5,000
| – | – | 0.06% | 40 |
|
|
2015
Q1 | $237K | Hold |
5,000
| – | – | 0.05% | 49 |
|
|
2014
Q4 | $205K | Buy |
+5,000
| New | +$205K | 0.04% | 56 |
|
|
2014
Q1 | – | Sell |
-5,200
| Closed | -$204K | – | 47 |
|
|
2013
Q4 | $204K | Sell |
5,200
-288
| -5% | -$11.3K | 0.05% | 47 |
|
|
2013
Q3 | $211K | Buy |
+5,488
| New | +$211K | 0.05% | 47 |
|