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Ground Swell Capital’s Starbucks SBUX Stock Holding History

Ground Swell Capital’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 		– Sell
-13,773
Closed -$1.34M – 246
2024
Q3 		$1.34M Buy
+13,773
New +$1.18M 1.18% 11
2023
Q1 		– Sell
-3,186
Closed -$316K – 101
2022
Q4 		$316K Sell
3,186
-401
-11% -$37.8K 1.4% 17
2022
Q3 		$302K Sell
3,587
-1,503
-30% -$128K 0.86% 32
2022
Q2 		$389K Buy
+5,090
New +$391K 0.71% 41
2014
Q3 		$129K Buy
3,428
+1,736
+103% +$67.1K 0.24% 64
2014
Q2 		$65K Buy
+1,692
New +$61.5K 0.13% 103

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ground Swell Capital's SBUX Position: Q4 2024 in Review

Ground Swell Capital sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 13,773 shares — an estimated $1.34M sold.

Ground Swell Capital first reported a position in SBUX in Q2 2014 and held it in 6 quarters. The position peaked at $1.34M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Ground Swell Capital reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 13,773 Starbucks shares in Q4 2024, an estimated $1.34M.
  • Ground Swell Capital first reported a position in Starbucks in Q2 2014 and held it in 6 quarters.
  • Ground Swell Capital's Starbucks position peaked at $1.34M in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.