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Dechtman Wealth Management’s Starbucks SBUX Stock Holding History

Dechtman Wealth Management’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 		$410K Buy
4,491
+27
+0.6% +$2.61K 0.08% 41
2024
Q3 		$435K Buy
4,464
+26
+0.6% +$2.23K 0.09% 39
2024
Q2 		$345K Buy
4,438
+32
+0.7% +$2.61K 0.08% 42
2024
Q1 		$403K Buy
4,406
+26
+0.6% +$2.42K 0.09% 44
2023
Q4 		$420K Buy
4,380
+24
+0.6% +$2.34K 0.11% 37
2023
Q3 		$398K Sell
4,356
-78
-2% -$7.66K 0.12% 35
2023
Q2 		$439K Buy
+4,434
New +$460K 0.13% 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

Dechtman Wealth Management's SBUX Position: Q4 2024 in Review

Dechtman Wealth Management increased its Starbucks (SBUX) stake by 0.6% in Q4 2024, buying an estimated $2.61K and bringing the position to 4,491 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #41.

Dechtman Wealth Management first reported a position in SBUX in Q2 2023 and has held it in 7 quarters since. The position peaked at $439K in Q2 2023. 2,406 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Dechtman Wealth Management held 4,491 shares of Starbucks worth $410K as of Q4 2024.
  • Dechtman Wealth Management bought 27 Starbucks shares in Q4 2024, an estimated $2.61K.
  • Starbucks made up 0.08% of Dechtman Wealth Management's portfolio in Q4 2024, its #41 holding.
  • Dechtman Wealth Management first reported a position in Starbucks in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's Starbucks position peaked at $439K in Q2 2023.
  • 2,406 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.