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Mendota Financial Group’s Starbucks SBUX Stock Holding History

Mendota Financial 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
2025
Q1 		– Sell
-16
Closed -$1.46K – 315
2024
Q4 		$1.46K Sell
16
-2
-11% -$193 ﹤0.01% 299
2024
Q3 		$1.75K Buy
+18
New +$1.54K ﹤0.01% 319

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

Mendota Financial Group's SBUX Position: Q1 2025 in Review

Mendota Financial Group sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 16 shares — an estimated $1.46K sold.

Mendota Financial Group first reported a position in SBUX in Q3 2024 and held it in 2 quarters. The position peaked at $1.75K in Q3 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Mendota Financial Group reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 16 Starbucks shares in Q1 2025, an estimated $1.46K.
  • Mendota Financial Group first reported a position in Starbucks in Q3 2024 and held it in 2 quarters.
  • Mendota Financial Group's Starbucks position peaked at $1.75K in Q3 2024.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.