MW
SBUX icon

Marcum Wealth’s Starbucks SBUX Stock Holding History

Marcum Wealth’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 		$1.07M Buy
10,934
+875
+9% +$90.5K 0.09% 109
2024
Q4 		$918K Buy
10,059
+521
+5% +$50.4K 0.08% 123
2024
Q3 		$930K Buy
9,538
+28
+0.3% +$2.4K 0.09% 117
2024
Q2 		$740K Sell
9,510
-357
-4% -$29.1K 0.07% 135
2024
Q1 		$902K Buy
9,867
+535
+6% +$49.8K 0.09% 114
2023
Q4 		$896K Sell
9,332
-132
-1% -$12.8K 0.1% 105
2023
Q3 		$864K Sell
9,464
-1,327
-12% -$130K 0.1% 99
2023
Q2 		$1.07M Buy
10,791
+2,044
+23% +$212K 0.13% 87
2023
Q1 		$911K Buy
8,747
+360
+4% +$37.5K 0.11% 100
2022
Q4 		$832K Buy
8,387
+409
+5% +$38.6K 0.11% 107
2022
Q3 		$672K Sell
7,978
-21
-0.3% -$1.78K 0.1% 127
2022
Q2 		$611K Sell
7,999
-3,561
-31% -$273K 0.09% 135
2022
Q1 		$1.05M Buy
11,560
+1,701
+17% +$161K 0.15% 94
2021
Q4 		$1.15M Buy
9,859
+890
+10% +$100K 0.16% 92
2021
Q3 		$989K Buy
8,969
+945
+12% +$111K 0.16% 94
2021
Q2 		$897K Sell
8,024
-159
-2% -$18K 0.15% 105
2021
Q1 		$894K Buy
8,183
+2,984
+57% +$313K 0.15% 106
2020
Q4 		$556K Buy
5,199
+1,982
+62% +$189K 0.13% 60
2020
Q3 		$276K Buy
3,217
+35
+1% +$2.79K 0.08% 91
2020
Q2 		$234K Sell
3,182
-149
-4% -$11.2K 0.07% 100
2020
Q1 		$219K Buy
+3,331
New +$269K 0.08% 82

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

Marcum Wealth's SBUX Position: Q1 2025 in Review

Marcum Wealth increased its Starbucks (SBUX) stake by 8.7% in Q1 2025, buying an estimated $90.5K and bringing the position to 10,934 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #109.

Marcum Wealth first reported a position in SBUX in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2021. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Marcum Wealth held 10,934 shares of Starbucks worth $1.07M as of Q1 2025.
  • Marcum Wealth bought 875 Starbucks shares in Q1 2025, an estimated $90.5K.
  • Starbucks made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #109 holding.
  • Marcum Wealth first reported a position in Starbucks in Q1 2020 and has held it in 21 quarters since.
  • Marcum Wealth's Starbucks position peaked at $1.15M in Q4 2021.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.