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Daniel Sundheim’s Starbucks SBUX Stock Holding History

Daniel Sundheim’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 		– Sell
-1,192,028
Closed -$116M – 47
2024
Q3 		$116M Buy
+1,192,028
New +$102M 2.24% 15
2020
Q3 		– Sell
-415,000
Closed -$30.5M – 58
2020
Q2 		$30.5M Sell
415,000
-83,730
-17% -$6.29M 0.23% 40
2020
Q1 		$32.8M Buy
+498,730
New +$40.3M 0.34% 31

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Daniel Sundheim's SBUX Position: Q4 2024 in Review

Daniel Sundheim sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 1,192,028 shares — an estimated $116M sold.

Daniel Sundheim first reported a position in SBUX in Q1 2020 and held it in 3 quarters. The position peaked at $116M in Q3 2024. 2,405 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Daniel Sundheim reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
  • Daniel Sundheim sold 1,192,028 Starbucks shares in Q4 2024, an estimated $116M.
  • Daniel Sundheim first reported a position in Starbucks in Q1 2020 and held it in 3 quarters.
  • Daniel Sundheim's Starbucks position peaked at $116M in Q3 2024.
  • 2,405 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on D1 Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.