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Criterion Capital Advisors’s Starbucks SBUX Stock Holding History

Criterion Capital 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
2024
Q4 		$52K Hold
667
– – 0.03% 135
2024
Q3 		$52K Hold
667
– – 0.03% 135
2024
Q2 		$52K Hold
667
– – 0.03% 135
2024
Q1 		$61K Sell
667
-23
-3% -$2.14K 0.04% 117
2023
Q4 		$66.3K Buy
+690
New +$67.2K 0.05% 112

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

Criterion Capital Advisors's SBUX Position: Q4 2024 in Review

Criterion Capital Advisors held its Starbucks (SBUX) position steady in Q4 2024 at 667 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #135.

Criterion Capital Advisors first reported a position in SBUX in Q4 2023 and has held it in 5 quarters since. The position peaked at $66.3K in Q4 2023. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Criterion Capital Advisors held 667 shares of Starbucks worth $52K as of Q4 2024.
  • Criterion Capital Advisors left its Starbucks share count unchanged in Q4 2024.
  • Starbucks made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #135 holding.
  • Criterion Capital Advisors first reported a position in Starbucks in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Starbucks position peaked at $66.3K in Q4 2023.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.