Kolinsky Wealth Management’s Starbucks SBUX Stock Holding History

Kolinsky Wealth Management’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	$303K	Sell	3,318 -257	-7%	-$24.9K	0.18%	116
2024 Q3	$349K	Buy	3,575 +401	+13%	+$34.4K	0.23%	102
2024 Q2	$247K	Sell	3,174 -1,451	-31%	-$118K	0.18%	125
2024 Q1	$423K	Sell	4,625 -135	-3%	-$12.6K	0.32%	72
2023 Q4	$457K	Buy	4,760 +87	+2%	+$8.47K	0.4%	60
2023 Q3	$426K	Sell	4,673 -49	-1%	-$4.81K	0.42%	56
2023 Q2	$466K	Sell	4,722 -433	-8%	-$44.9K	0.44%	54
2023 Q1	$537K	Sell	5,155 -18	-0.3%	-$1.87K	0.57%	31
2022 Q4	$513K	Sell	5,173 -828	-14%	-$78.1K	0.59%	31
2022 Q3	$506K	Buy	6,001 +354	+6%	+$30.1K	0.63%	27
2022 Q2	$431K	Buy	5,647 +1,298	+30%	+$99.7K	0.51%	40
2022 Q1	$396K	Sell	4,349 -963	-18%	-$90.9K	0.39%	49
2021 Q4	$621K	Buy	+5,312	New	+$599K	0.57%	29

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 $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kolinsky Wealth Management's SBUX Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Starbucks (SBUX) stake by 7.2% in Q4 2024, selling an estimated $24.9K and leaving 3,318 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #116.

Kolinsky Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 13 quarters since. The position peaked at $621K in Q4 2021. 2,406 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

Kolinsky Wealth Management held 3,318 shares of Starbucks worth $303K as of Q4 2024.
Kolinsky Wealth Management sold 257 Starbucks shares in Q4 2024, an estimated $24.9K.
Starbucks made up 0.18% of Kolinsky Wealth Management's portfolio in Q4 2024, its #116 holding.
Kolinsky Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Starbucks position peaked at $621K in Q4 2021.
2,406 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.