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Coppell Advisory Solutions’s Starbucks SBUX Stock Holding History

Coppell Advisory Solutions’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
-906
Closed -$82.8K – 1548
2024
Q4 		$82.8K Buy
906
+72
+9% +$6.97K 0.01% 464
2024
Q3 		$81.2K Sell
834
-294
-26% -$25.2K 0.01% 441
2024
Q2 		$87.8K Buy
+1,128
New +$91.9K 0.01% 386
2023
Q4 		$135K Buy
1,403
+1,325
+1,699% +$129K 0.03% 319
2023
Q3 		$7.74K Sell
78
-150
-66% -$14.7K ﹤0.01% 641
2023
Q2 		$22.5K Buy
+228
New +$23.7K 0.01% 538
2023
Q1 		– Sell
-78
Closed -$7.74K – 896
2022
Q4 		$7.74K Buy
+78
New +$7.36K ﹤0.01% 648

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

Coppell Advisory Solutions's SBUX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 906 shares — an estimated $82.8K sold.

Coppell Advisory Solutions first reported a position in SBUX in Q4 2022 and held it in 7 quarters. The position peaked at $135K in Q4 2023. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 906 Starbucks shares in Q1 2025, an estimated $82.8K.
  • Coppell Advisory Solutions first reported a position in Starbucks in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Starbucks position peaked at $135K in Q4 2023.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.