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JDM Financial Group’s Starbucks SBUX Stock Holding History

JDM Financial Group’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
Q4 		– Sell
-50
Closed -$4.23K – 290
2025
Q3 		$4.23K Hold
50
– – ﹤0.01% 243
2025
Q2 		$4.58K Hold
50
– – ﹤0.01% 221
2025
Q1 		$4.91K Hold
50
– – ﹤0.01% 212
2024
Q4 		$4.56K Sell
50
-8
-14% -$774 ﹤0.01% 226
2024
Q3 		$5.65K Buy
58
+8
+16% +$686 ﹤0.01% 210
2024
Q2 		$3.89K Hold
50
– – ﹤0.01% 199
2024
Q1 		$4.57K Hold
50
– – ﹤0.01% 187
2023
Q4 		$4.8K Hold
50
– – ﹤0.01% 178
2023
Q3 		$4.56K Sell
50
-55
-52% -$5.4K ﹤0.01% 177
2023
Q2 		$10.4K Buy
105
+55
+110% +$5.71K 0.01% 129
2023
Q1 		$5.21K Hold
50
– – ﹤0.01% 178
2022
Q4 		$4.96K Buy
+50
New +$4.72K ﹤0.01% 177

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JDM Financial Group's SBUX Position: Q4 2025 in Review

JDM Financial Group sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 50 shares — an estimated $4.23K sold.

JDM Financial Group first reported a position in SBUX in Q4 2022 and held it in 12 quarters. The position peaked at $10.4K in Q2 2023. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • JDM Financial Group reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 50 Starbucks shares in Q4 2025, an estimated $4.23K.
  • JDM Financial Group first reported a position in Starbucks in Q4 2022 and held it in 12 quarters.
  • JDM Financial Group's Starbucks position peaked at $10.4K in Q2 2023.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.