Fidato Wealth’s Starbucks SBUX Stock Holding History

Fidato Wealth’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	-2,600	Closed	-$237K	–	26
2024 Q4	$237K	Buy	+2,600	New	+$252K	0.18%	21

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

Fidato Wealth's SBUX Position: Q1 2025 in Review

Fidato Wealth sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,600 shares — an estimated $237K sold.

Fidato Wealth first reported a position in SBUX in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Fidato Wealth reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
Fidato Wealth sold 2,600 Starbucks shares in Q1 2025, an estimated $237K.
Fidato Wealth first reported a position in Starbucks in Q4 2024 and held it in 1 quarter.
Fidato Wealth's Starbucks position peaked at $237K in Q4 2024.
2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Fidato Wealth's 13F filing for Q1 2025, filed 13 May 2025.