M Wealth Management LLC’s Starbucks SBUX Stock Holding History

M Wealth Management LLC’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	-2,402	Closed	-$219K	–	48
2024 Q4	$219K	Buy	+2,402	New	+$232K	0.2%	42

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

M Wealth Management LLC's SBUX Position: Q1 2025 in Review

M Wealth Management LLC sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,402 shares — an estimated $219K sold.

M Wealth Management LLC first reported a position in SBUX in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

M Wealth Management LLC reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
M Wealth Management LLC sold 2,402 Starbucks shares in Q1 2025, an estimated $219K.
M Wealth Management LLC first reported a position in Starbucks in Q4 2024 and held it in 1 quarter.
M Wealth Management LLC's Starbucks position peaked at $219K in Q4 2024.
2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on M Wealth Management LLC's 13F filing for Q1 2025, filed 15 May 2025.