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Cook Wealth’s Starbucks SBUX Stock Holding History

Cook Wealth’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
-2,316
Closed -$227K – 56
2024
Q4 		$227K Buy
2,316
+18
+0.8% +$1.74K 0.11% 50
2024
Q3 		$224K Buy
+2,298
New +$197K 0.11% 51
2023
Q3 		– Sell
-2,000
Closed -$202K – 57
2023
Q2 		$202K Sell
2,000
-11
-0.5% -$1.14K 0.16% 47
2023
Q1 		$227K Buy
+2,011
New +$209K 0.19% 39

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cook Wealth's SBUX Position: Q1 2025 in Review

Cook Wealth sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,316 shares — an estimated $227K sold.

Cook Wealth first reported a position in SBUX in Q1 2023 and held it in 4 quarters. The position peaked at $227K in Q4 2024. 2,403 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Cook Wealth reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Cook Wealth sold 2,316 Starbucks shares in Q1 2025, an estimated $227K.
  • Cook Wealth first reported a position in Starbucks in Q1 2023 and held it in 4 quarters.
  • Cook Wealth's Starbucks position peaked at $227K in Q4 2024.
  • 2,403 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Cook Wealth's 13F filing for Q1 2025, filed 15 May 2025.