Delta Financial Group’s Starbucks SBUX Stock Holding History

Delta Financial Group’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	$736K	Buy	7,686 +12	+0.2%	+$1.24K	0.17%	102
2024 Q4	$700K	Buy	+7,674	New	+$742K	0.16%	99
2024 Q2	–	Sell	-7,082	Closed	-$647K	–	209
2024 Q1	$647K	Sell	7,082 -16	-0.2%	-$1.49K	0.19%	99
2023 Q4	$681K	Buy	7,098 +90	+1%	+$8.76K	0.21%	86
2023 Q3	$640K	Buy	+7,008	New	+$688K	0.22%	80
2023 Q2	–	Sell	-7,371	Closed	-$768K	–	171
2023 Q1	$768K	Sell	7,371 -88	-1%	-$9.16K	0.3%	57
2022 Q4	$740K	Buy	+7,459	New	+$704K	0.33%	54

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delta Financial Group's SBUX Position: Q1 2025 in Review

Delta Financial Group increased its Starbucks (SBUX) stake by 0.16% in Q1 2025, buying an estimated $1.24K and bringing the position to 7,686 shares worth $736K. The position accounts for 0.17% of the portfolio, ranked #102.

Delta Financial Group first reported a position in SBUX in Q4 2022 and has held it in 7 quarters since. The position peaked at $768K in Q1 2023. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Delta Financial Group held 7,686 shares of Starbucks worth $736K as of Q1 2025.
Delta Financial Group bought 12 Starbucks shares in Q1 2025, an estimated $1.24K.
Starbucks made up 0.17% of Delta Financial Group's portfolio in Q1 2025, its #102 holding.
Delta Financial Group first reported a position in Starbucks in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Starbucks position peaked at $768K in Q1 2023.
2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.