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Capstone Wealth Management Group (Oregon)’s Starbucks SBUX Stock Holding History

Capstone Wealth Management Group (Oregon)’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
-5,440
Closed -$496K – 102
2024
Q4 		$496K Buy
+5,440
New +$526K 0.38% 60

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

Capstone Wealth Management Group (Oregon)'s SBUX Position: Q1 2025 in Review

Capstone Wealth Management Group (Oregon) sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 5,440 shares — an estimated $496K sold.

Capstone Wealth Management Group (Oregon) first reported a position in SBUX in Q4 2024 and held it in 1 quarter. The position peaked at $496K in Q4 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Capstone Wealth Management Group (Oregon) reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 5,440 Starbucks shares in Q1 2025, an estimated $496K.
  • Capstone Wealth Management Group (Oregon) first reported a position in Starbucks in Q4 2024 and held it in 1 quarter.
  • Capstone Wealth Management Group (Oregon)'s Starbucks position peaked at $496K in Q4 2024.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2025, filed 13 May 2025.