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Campbell Wealth Management’s Starbucks SBUX Stock Holding History

Campbell 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
2024
Q4 		$219K Hold
2,399
– – 0.02% 88
2024
Q3 		$234K Buy
+2,399
New +$206K 0.02% 63
2024
Q2 		– Sell
-2,544
Closed -$232K – 85
2024
Q1 		$232K Buy
2,544
+244
+11% +$22.7K 0.02% 82
2023
Q4 		$221K Buy
+2,300
New +$224K 0.03% 59
2020
Q3 		– Sell
-1,364
Closed -$100K – 289
2020
Q2 		$100K Buy
+1,364
New +$103K 0.02% 95

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Campbell Wealth Management's SBUX Position: Q4 2024 in Review

Campbell Wealth Management held its Starbucks (SBUX) position steady in Q4 2024 at 2,399 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #88.

Campbell Wealth Management first reported a position in SBUX in Q2 2020 and has held it in 5 quarters since. The position peaked at $234K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Campbell Wealth Management held 2,399 shares of Starbucks worth $219K as of Q4 2024.
  • Campbell Wealth Management left its Starbucks share count unchanged in Q4 2024.
  • Starbucks made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #88 holding.
  • Campbell Wealth Management first reported a position in Starbucks in Q2 2020 and has held it in 5 quarters since.
  • Campbell Wealth Management's Starbucks position peaked at $234K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.