Heck Capital Advisors’s Starbucks SBUX Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-120	Closed	-$10.9K	–	690
2024 Q4	$10.9K	Buy	+120	New	+$11.6K	﹤0.01%	530

Other funds holding SBUX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heck Capital Advisors's SBUX Position: Q1 2025 in Review

Heck Capital Advisors sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 120 shares — an estimated $10.9K sold.

Heck Capital Advisors first reported a position in SBUX in Q4 2024 and held it in 1 quarter. The position peaked at $10.9K in Q4 2024. 2,403 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Heck Capital Advisors reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 120 Starbucks shares in Q1 2025, an estimated $10.9K.
Heck Capital Advisors first reported a position in Starbucks in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Starbucks position peaked at $10.9K in Q4 2024.
2,403 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.