JTC Employer Solutions Trustee’s Starbucks SBUX Stock Holding History

JTC Employer Solutions Trustee’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	-1,250	Closed	-$122K	–	340
2024 Q3	$122K	Hold	1,250	–	–	0.01%	176
2024 Q2	$97K	Hold	1,250	–	–	0.01%	200
2024 Q1	$114K	Hold	1,250	–	–	0.01%	185
2023 Q4	$120K	Hold	1,250	–	–	0.01%	178
2023 Q3	$114K	Hold	1,250	–	–	0.01%	180
2023 Q2	$124K	Hold	1,250	–	–	0.01%	170
2023 Q1	$130K	Hold	1,250	–	–	0.01%	174
2022 Q4	$124K	Hold	1,250	–	–	0.01%	177
2022 Q3	$105K	Hold	1,250	–	–	0.02%	159
2022 Q2	$96K	Hold	1,250	–	–	0.01%	153
2022 Q1	$114K	Hold	1,250	–	–	0.01%	155
2021 Q4	$146K	Hold	1,250	–	–	0.02%	137
2021 Q3	$138K	Hold	1,250	–	–	0.02%	140
2021 Q2	$140K	Buy	+1,250	New	+$141K	0.02%	132

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

JTC Employer Solutions Trustee's SBUX Position: Q4 2024 in Review

JTC Employer Solutions Trustee sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 1,250 shares — an estimated $122K sold.

JTC Employer Solutions Trustee first reported a position in SBUX in Q2 2021 and held it in 14 quarters. The position peaked at $146K in Q4 2021. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

JTC Employer Solutions Trustee reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 1,250 Starbucks shares in Q4 2024, an estimated $122K.
JTC Employer Solutions Trustee first reported a position in Starbucks in Q2 2021 and held it in 14 quarters.
JTC Employer Solutions Trustee's Starbucks position peaked at $146K in Q4 2021.
2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2024, filed 13 Jan 2025.