David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Starbucks Corp. (SBUX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 0.10 SEC
2022   Q4 5,595 0.10 Reduce 77.96% 0.31 $99.20 $555,000 SEC
2022   Q3 25,390 0.40 Reduce 46.67% 0.29 $84.25 $2,139,000 SEC
2022   Q2 47,612 0.63 Reduce 77.90% 2.15 $76.39 $3,637,000 SEC
2022   Q1 215,487 2.76 Add 9.78% 0.25 $90.96 $19,601,000 SEC
2021   Q4 196,289 3.05 Reduce 3.51% 0.11 $116.97 $22,959,000 SEC
2021   Q3 203,420 3.16 Reduce 20.02% 0.82 $110.30 $22,438,000 SEC
2021   Q2 254,324 4.12 Reduce 5.11% 0.23 $111.81 $28,435,000 SEC
2021   Q1 268,024 4.51 Reduce 6.14% 0.28 $109.27 $29,286,000 SEC
2020   Q4 285,551 4.54 Reduce 6.39% 0.27 $106.98 $30,547,000 SEC
2020   Q3 305,048 4.15 Reduce 5.59% 0.23 $85.92 $26,209,000 SEC
2020   Q2 323,117 4.03 Reduce 9.47% 0.42 $73.59 $23,777,000 SEC
2020   Q1 356,926 4.45 Reduce 23.66% 0.99 $65.74 $23,463,000 SEC
2019   Q4 467,523 4.17 Reduce 16.19% 0.71 $87.92 $41,104,000 SEC
2019   Q3 557,860 4.37 Reduce 6.26% 0.26 $88.42 $49,325,000 SEC
2019   Q2 595,104 4.22 Reduce 16.38% 0.63 $83.83 $49,886,000 SEC
2019   Q1 711,660 3.86 Buy 3.86 $74.34 $52,904,000 SEC