Geller Advisors’s Starbucks SBUX Stock Holding History

Geller Advisors’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	$1.19M	Sell	13,064 -19	-0.1%	-$1.84K	0.08%	60
2024 Q3	$1.28M	Sell	13,083 -77	-0.6%	-$6.61K	0.09%	60
2024 Q2	$1.02M	Buy	13,160 +66	+0.5%	+$5.38K	0.08%	71
2024 Q1	$1.2M	Buy	13,094 +9,400	+254%	+$874K	0.1%	63
2023 Q4	$355K	Buy	3,694 +5	+0.1%	+$487	0.03%	176
2023 Q3	$337K	Sell	3,689 -110	-3%	-$10.8K	0.04%	168
2023 Q2	$376K	Buy	+3,799	New	+$394K	0.05%	159
2020 Q4	–	Sell	-3,806	Closed	-$327K	–	123
2020 Q3	$327K	Sell	3,806 -284	-7%	-$22.7K	0.09%	51
2020 Q2	$301K	Buy	+4,090	New	+$307K	0.09%	55

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geller Advisors's SBUX Position: Q4 2024 in Review

Geller Advisors reduced its Starbucks (SBUX) stake by 0.15% in Q4 2024, selling an estimated $1.84K and leaving 13,064 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #60.

Geller Advisors first reported a position in SBUX in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.28M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

Geller Advisors held 13,064 shares of Starbucks worth $1.19M as of Q4 2024.
Geller Advisors sold 19 Starbucks shares in Q4 2024, an estimated $1.84K.
Starbucks made up 0.08% of Geller Advisors's portfolio in Q4 2024, its #60 holding.
Geller Advisors first reported a position in Starbucks in Q2 2020 and has held it in 9 quarters since.
Geller Advisors's Starbucks position peaked at $1.28M in Q3 2024.
2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.