Horan Capital Advisors’s Starbucks SBUX Stock Holding History

Horan 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	$224K	Buy	2,287 +56	+3%	+$5.79K	0.08%	112
2024 Q4	$204K	Sell	2,231 -730	-25%	-$70.6K	0.07%	110
2024 Q3	$289K	Sell	2,961 -100	-3%	-$8.58K	0.1%	101
2024 Q2	$238K	Hold	3,061	–	–	0.08%	103
2024 Q1	$280K	Sell	3,061 -225	-7%	-$20.9K	0.1%	97
2023 Q4	$315K	Sell	3,286 -1,111	-25%	-$108K	0.12%	89
2023 Q3	$401K	Buy	+4,397	New	+$432K	0.16%	79
2020 Q4	–	Sell	-1,540	Closed	-$132K	–	240
2020 Q3	$132K	Buy	+1,540	New	+$123K	0.07%	99
2020 Q1	–	Sell	-1,540	Closed	-$135K	–	218
2019 Q4	$135K	Hold	1,540	–	–	0.08%	91
2019 Q3	$136K	Buy	+1,540	New	+$143K	0.08%	87
2019 Q2	–	Sell	-1,540	Closed	-$114K	–	208
2019 Q1	$114K	Buy	+1,540	New	+$106K	0.07%	91
2017 Q4	–	Sell	-2,440	Closed	-$131K	–	225
2017 Q3	$131K	Buy	+2,440	New	+$135K	0.08%	91

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 $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Horan Capital Advisors increased its Starbucks (SBUX) stake by 2.5% in Q1 2025, buying an estimated $5.79K and bringing the position to 2,287 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #112.

Horan Capital Advisors first reported a position in SBUX in Q3 2017 and has held it in 12 quarters since. The position peaked at $401K in Q3 2023. 2,403 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Horan Capital Advisors held 2,287 shares of Starbucks worth $224K as of Q1 2025.
Horan Capital Advisors bought 56 Starbucks shares in Q1 2025, an estimated $5.79K.
Starbucks made up 0.08% of Horan Capital Advisors's portfolio in Q1 2025, its #112 holding.
Horan Capital Advisors first reported a position in Starbucks in Q3 2017 and has held it in 12 quarters since.
Horan Capital Advisors's Starbucks position peaked at $401K in Q3 2023.
2,403 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.