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Lake Street Advisors Group’s Starbucks SBUX Stock Holding History

Lake Street Advisors 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
2024
Q4 		$3.44M Buy
37,753
+20,076
+114% +$1.94M 0.16% 85
2024
Q3 		$1.72M Sell
17,677
-20,651
-54% -$1.77M 0.08% 143
2024
Q2 		$2.98M Sell
38,328
-7,927
-17% -$646K 0.14% 95
2024
Q1 		$4.23M Sell
46,255
-3,602
-7% -$335K 0.2% 71
2023
Q4 		$4.79M Buy
49,857
+1,870
+4% +$182K 0.24% 68
2023
Q3 		$4.38M Sell
47,987
-579
-1% -$56.8K 0.26% 64
2023
Q2 		$4.81M Sell
48,566
-652
-1% -$67.7K 0.27% 60
2023
Q1 		$5.13M Buy
49,218
+115
+0.2% +$12K 0.32% 51
2022
Q4 		$4.87M Buy
49,103
+27,108
+123% +$2.56M 0.32% 53
2022
Q3 		$1.85M Sell
21,995
-14,957
-40% -$1.27M 0.13% 104
2022
Q2 		$2.82M Buy
36,952
+3,324
+10% +$255K 0.2% 73
2022
Q1 		$3.06M Buy
33,628
+1,209
+4% +$114K 0.19% 77
2021
Q4 		$3.79M Sell
32,419
-60
-0.2% -$6.76K 0.24% 64
2021
Q3 		$3.58M Buy
32,479
+25,534
+368% +$2.99M 0.38% 46
2021
Q2 		$804K Buy
6,945
+149
+2% +$16.8K 0.06% 127
2021
Q1 		$743K Sell
6,796
-1,767
-21% -$186K 0.06% 121
2020
Q4 		$916K Buy
8,563
+223
+3% +$21.3K 0.08% 109
2020
Q3 		$717K Buy
8,340
+422
+5% +$33.7K 0.07% 115
2020
Q2 		$583K Buy
7,918
+2,184
+38% +$164K 0.06% 124
2020
Q1 		$377K Buy
5,734
+139
+2% +$11.2K 0.05% 140
2019
Q4 		$492K Buy
5,595
+449
+9% +$38.3K 0.05% 121
2019
Q3 		$386K Sell
5,146
-91
-2% -$8.44K 0.04% 120
2019
Q2 		$439K Buy
5,237
+620
+13% +$48.6K 0.05% 112
2019
Q1 		$343K Buy
4,617
+753
+19% +$51.8K 0.04% 135
2018
Q4 		$249K Sell
3,864
-20
-0.5% -$1.25K 0.03% 158
2018
Q3 		$221K Sell
3,884
-4,187
-52% -$221K 0.02% 181
2018
Q2 		$394K Sell
8,071
-683
-8% -$38.8K 0.04% 188
2018
Q1 		$507K Sell
8,754
-1,065
-11% -$61.6K 0.06% 132
2017
Q4 		$564K Buy
+9,819
New +$556K 0.06% 122

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

Lake Street Advisors Group's SBUX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Starbucks (SBUX) stake by 114% in Q4 2024, buying an estimated $1.94M and bringing the position to 37,753 shares worth $3.44M. The position accounts for 0.16% of the portfolio, ranked #85.

Lake Street Advisors Group first reported a position in SBUX in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.13M in Q1 2023. 2,403 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Lake Street Advisors Group held 37,753 shares of Starbucks worth $3.44M as of Q4 2024.
  • Lake Street Advisors Group bought 20,076 Starbucks shares in Q4 2024, an estimated $1.94M.
  • Starbucks made up 0.16% of Lake Street Advisors Group's portfolio in Q4 2024, its #85 holding.
  • Lake Street Advisors Group first reported a position in Starbucks in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's Starbucks position peaked at $5.13M in Q1 2023.
  • 2,403 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.