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Intrua Financial’s Starbucks SBUX Stock Holding History

Intrua Financial’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
-2,249
Closed -$219K – 387
2024
Q3 		$219K Sell
2,249
-6,156
-73% -$528K 0.03% 353
2024
Q2 		$654K Buy
+8,405
New +$685K 0.1% 176
2022
Q3 		– Sell
-5,785
Closed -$442K – 350
2022
Q2 		$442K Sell
5,785
-311
-5% -$23.9K 0.09% 232
2022
Q1 		$555K Sell
6,096
-1,165
-16% -$110K 0.1% 212
2021
Q4 		$849K Buy
7,261
+99
+1% +$11.2K 0.15% 142
2021
Q3 		$813K Buy
7,162
+222
+3% +$26K 0.15% 149
2021
Q2 		$809K Buy
6,940
+281
+4% +$31.8K 0.19% 114
2021
Q1 		$773K Buy
6,659
+656
+11% +$68.9K 0.2% 112
2020
Q4 		$642K Buy
6,003
+556
+10% +$53.1K 0.29% 70
2020
Q3 		$520K Buy
5,447
+2,016
+59% +$161K 0.26% 84
2020
Q2 		$271K Buy
+3,431
New +$258K 0.1% 190

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

Intrua Financial's SBUX Position: Q4 2024 in Review

Intrua Financial sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 2,249 shares — an estimated $219K sold.

Intrua Financial first reported a position in SBUX in Q2 2020 and held it in 11 quarters. The position peaked at $849K in Q4 2021. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Intrua Financial reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
  • Intrua Financial sold 2,249 Starbucks shares in Q4 2024, an estimated $219K.
  • Intrua Financial first reported a position in Starbucks in Q2 2020 and held it in 11 quarters.
  • Intrua Financial's Starbucks position peaked at $849K in Q4 2021.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.