Householder Group Estate & Retirement Specialist’s Starbucks SBUX Stock Holding History

Householder Group Estate & Retirement Specialist’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	$58K	Sell	642 -681	-51%	-$65.9K	0.04%	203
2024 Q3	$128K	Sell	1,323 -8	-0.6%	-$686	0.04%	322
2024 Q2	$103K	Sell	1,331 -2,465	-65%	-$201K	0.03%	345
2024 Q1	$347K	Sell	3,796 -193	-5%	-$18K	0.1%	170
2023 Q4	$383K	Buy	3,989 +211	+6%	+$20.5K	0.13%	153
2023 Q3	$345K	Buy	+3,778	New	+$371K	0.12%	148
2023 Q1	$169K	Buy	+1,621	New	+$169K	0.06%	219
2022 Q4	–	Sell	-1,420	Closed	-$119K	–	962
2022 Q3	$119K	Buy	+1,420	New	+$121K	0.05%	241

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

Householder Group Estate & Retirement Specialist's SBUX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Starbucks (SBUX) stake by 51% in Q4 2024, selling an estimated $65.9K and leaving 642 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #203.

Householder Group Estate & Retirement Specialist first reported a position in SBUX in Q3 2022 and has held it in 8 quarters since. The position peaked at $383K in Q4 2023. 2,403 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

Householder Group Estate & Retirement Specialist held 642 shares of Starbucks worth $58K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 681 Starbucks shares in Q4 2024, an estimated $65.9K.
Starbucks made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #203 holding.
Householder Group Estate & Retirement Specialist first reported a position in Starbucks in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Starbucks position peaked at $383K in Q4 2023.
2,403 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.