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BKM Wealth Management’s Starbucks SBUX Stock Holding History

BKM Wealth Management’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
2025
Q1 		– Sell
-10,926
Closed -$997K – 164
2024
Q4 		$997K Sell
10,926
-433
-4% -$41.9K 0.41% 63
2024
Q3 		$1.11M Sell
11,359
-62
-0.5% -$5.32K 0.45% 64
2024
Q2 		$889K Buy
11,421
+9,276
+432% +$755K 0.43% 72
2024
Q1 		$196K Buy
2,145
+1,575
+276% +$146K 0.08% 159
2023
Q4 		$54.7K Buy
+570
New +$55.5K 0.02% 251

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BKM Wealth Management's SBUX Position: Q1 2025 in Review

BKM Wealth Management sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 10,926 shares — an estimated $997K sold.

BKM Wealth Management first reported a position in SBUX in Q4 2023 and held it in 5 quarters. The position peaked at $1.11M in Q3 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • BKM Wealth Management reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • BKM Wealth Management sold 10,926 Starbucks shares in Q1 2025, an estimated $997K.
  • BKM Wealth Management first reported a position in Starbucks in Q4 2023 and held it in 5 quarters.
  • BKM Wealth Management's Starbucks position peaked at $1.11M in Q3 2024.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on BKM Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.