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Blackston Financial Advisory Group’s Starbucks SBUX Stock Holding History

Blackston Financial Advisory Group’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
-2,513
Closed -$229K – 125
2024
Q4 		$229K Buy
2,513
+117
+5% +$11.3K 0.11% 124
2024
Q3 		$234K Buy
+2,396
New +$206K 0.12% 119
2024
Q1 		– Sell
-2,848
Closed -$273K – 90
2023
Q4 		$273K Sell
2,848
-168
-6% -$16.4K 0.17% 76
2023
Q3 		$275K Sell
3,016
-46
-2% -$4.51K 0.19% 72
2023
Q2 		$303K Sell
3,062
-206
-6% -$21.4K 0.22% 70
2023
Q1 		$340K Buy
3,268
+86
+3% +$8.95K 0.25% 68
2022
Q4 		$316K Buy
3,182
+117
+4% +$11K 0.23% 73
2022
Q3 		$265K Sell
3,065
-201
-6% -$17.1K 0.19% 73
2022
Q2 		$258K Buy
3,266
+88
+3% +$6.76K 0.17% 74
2022
Q1 		$351K Sell
3,178
-21
-0.7% -$1.98K 0.23% 55
2021
Q4 		$374K Buy
+3,199
New +$361K 0.22% 54

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

Blackston Financial Advisory Group's SBUX Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,513 shares — an estimated $229K sold.

Blackston Financial Advisory Group first reported a position in SBUX in Q4 2021 and held it in 11 quarters. The position peaked at $374K in Q4 2021. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Blackston Financial Advisory Group reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 2,513 Starbucks shares in Q1 2025, an estimated $229K.
  • Blackston Financial Advisory Group first reported a position in Starbucks in Q4 2021 and held it in 11 quarters.
  • Blackston Financial Advisory Group's Starbucks position peaked at $374K in Q4 2021.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.