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Longfellow Investment Management’s Starbucks SBUX Stock Holding History

Longfellow Investment 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
2025
Q1 		– Sell
-4,435
Closed -$405K – 305
2024
Q4 		$405K Sell
4,435
-3,726
-46% -$360K 0.1% 107
2024
Q3 		$796K Buy
8,161
+49
+0.6% +$4.2K 0.2% 70
2024
Q2 		$632K Buy
8,112
+1,961
+32% +$160K 0.16% 74
2024
Q1 		$562K Buy
6,151
+2,681
+77% +$249K 0.13% 85
2023
Q4 		$333K Buy
+3,470
New +$338K 0.08% 120
2021
Q1 		– Sell
-20,150
Closed -$2.16M – 553
2020
Q4 		$2.16M Buy
+20,150
New +$1.92M 0.26% 92

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

Longfellow Investment Management's SBUX Position: Q1 2025 in Review

Longfellow Investment Management sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 4,435 shares — an estimated $405K sold.

Longfellow Investment Management first reported a position in SBUX in Q4 2020 and held it in 6 quarters. The position peaked at $2.16M in Q4 2020. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Longfellow Investment Management reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 4,435 Starbucks shares in Q1 2025, an estimated $405K.
  • Longfellow Investment Management first reported a position in Starbucks in Q4 2020 and held it in 6 quarters.
  • Longfellow Investment Management's Starbucks position peaked at $2.16M in Q4 2020.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.