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Central Valley Advisors’s Starbucks SBUX Stock Holding History

Central Valley Advisors’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
-4,143
Closed -$378K – 146
2024
Q4 		$378K Hold
4,143
– – 0.17% 97
2024
Q3 		$404K Sell
4,143
-105
-2% -$9.01K 0.23% 81
2024
Q2 		$253K Sell
4,248
-25
-0.6% -$2.04K 0.11% 114
2024
Q1 		$391K Sell
4,273
-66
-2% -$6.14K 0.2% 92
2023
Q4 		$417K Buy
+4,339
New +$422K 0.25% 92

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

Central Valley Advisors's SBUX Position: Q1 2025 in Review

Central Valley Advisors sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 4,143 shares — an estimated $378K sold.

Central Valley Advisors first reported a position in SBUX in Q4 2023 and held it in 5 quarters. The position peaked at $417K in Q4 2023. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Central Valley Advisors reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Central Valley Advisors sold 4,143 Starbucks shares in Q1 2025, an estimated $378K.
  • Central Valley Advisors first reported a position in Starbucks in Q4 2023 and held it in 5 quarters.
  • Central Valley Advisors's Starbucks position peaked at $417K in Q4 2023.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Central Valley Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.