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Fourth Dimension Wealth’s Starbucks SBUX Stock Holding History

Fourth Dimension 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
Q4 		– Sell
-220
Closed -$18.6K – 620
2025
Q3 		$18.6K Hold
220
– – 0.01% 338
2025
Q2 		$20.2K Hold
220
– – 0.01% 319
2025
Q1 		$21.6K Hold
220
– – 0.01% 308
2024
Q4 		$20.1K Buy
+220
New +$21.3K 0.01% 320

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fourth Dimension Wealth's SBUX Position: Q4 2025 in Review

Fourth Dimension Wealth sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 220 shares — an estimated $18.6K sold.

Fourth Dimension Wealth first reported a position in SBUX in Q4 2024 and held it in 4 quarters. The position peaked at $21.6K in Q1 2025. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Fourth Dimension Wealth reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 220 Starbucks shares in Q4 2025, an estimated $18.6K.
  • Fourth Dimension Wealth first reported a position in Starbucks in Q4 2024 and held it in 4 quarters.
  • Fourth Dimension Wealth's Starbucks position peaked at $21.6K in Q1 2025.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Fourth Dimension Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.