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Lindbrook Capital’s Starbucks SBUX Stock Holding History

Lindbrook Capital’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
Q1 		$1.2M Buy
12,253
+126
+1% +$13K 0.11% 112
2024
Q4 		$1.11M Buy
12,127
+552
+5% +$53.4K 0.1% 129
2024
Q3 		$1.13M Sell
11,575
-70
-0.6% -$6.01K 0.1% 135
2024
Q2 		$907K Sell
11,645
-3,074
-21% -$250K 0.09% 141
2024
Q1 		$1.35M Sell
14,719
-1,471
-9% -$137K 0.13% 102
2023
Q4 		$1.55M Sell
16,190
-815
-5% -$79.3K 0.16% 87
2023
Q3 		$1.55M Sell
17,005
-2,420
-12% -$238K 0.17% 79
2023
Q2 		$1.92M Buy
19,425
+1,449
+8% +$150K 0.2% 76
2023
Q1 		$1.87M Buy
17,976
+224
+1% +$23.3K 0.22% 69
2022
Q4 		$1.76M Buy
17,752
+843
+5% +$79.6K 0.22% 74
2022
Q3 		$1.43M Buy
16,909
+52
+0.3% +$4.42K 0.24% 52
2022
Q2 		$1.29M Buy
16,857
+162
+1% +$12.4K 0.21% 62
2022
Q1 		$1.52M Buy
16,695
+8,365
+100% +$789K 0.23% 59
2021
Q4 		$974K Buy
8,330
+1,498
+22% +$169K 0.15% 84
2021
Q3 		$754K Buy
6,832
+9
+0.1% +$1.05K 0.2% 43
2021
Q2 		$763K Buy
6,823
+66
+1% +$7.46K 0.17% 52
2021
Q1 		$738K Buy
6,757
+131
+2% +$13.8K 0.17% 51
2020
Q4 		$709K Buy
6,626
+86
+1% +$8.21K 0.17% 45
2020
Q3 		$562K Sell
6,540
-11
-0.2% -$877 0.15% 52
2020
Q2 		$482K Sell
6,551
-54
-0.8% -$4.06K 0.14% 54
2020
Q1 		$434K Sell
6,605
-641
-9% -$51.8K 0.16% 48
2019
Q4 		$637K Sell
7,246
-38
-0.5% -$3.24K 0.22% 42
2019
Q3 		$644K Buy
7,284
+22
+0.3% +$2.04K 0.24% 38
2019
Q2 		$608K Buy
7,262
+72
+1% +$5.65K 0.23% 41
2019
Q1 		$534K Buy
7,190
+98
+1% +$6.74K 0.21% 45
2018
Q4 		$456K Buy
+7,092
New +$444K 0.22% 45

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindbrook Capital's SBUX Position: Q1 2025 in Review

Lindbrook Capital increased its Starbucks (SBUX) stake by 1% in Q1 2025, buying an estimated $13K and bringing the position to 12,253 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #112.

Lindbrook Capital first reported a position in SBUX in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.92M in Q2 2023. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Lindbrook Capital held 12,253 shares of Starbucks worth $1.2M as of Q1 2025.
  • Lindbrook Capital bought 126 Starbucks shares in Q1 2025, an estimated $13K.
  • Starbucks made up 0.11% of Lindbrook Capital's portfolio in Q1 2025, its #112 holding.
  • Lindbrook Capital first reported a position in Starbucks in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Starbucks position peaked at $1.92M in Q2 2023.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.