Nichols & Pratt Advisers’s Starbucks SBUX Stock Holding History

Nichols & Pratt Advisers’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	-2,465	Closed	-$225K	–	101
2024 Q4	$225K	Sell	2,465 -2,500	-50%	-$242K	0.02%	96
2024 Q3	$484K	Hold	4,965	–	–	0.03%	79
2024 Q2	$387K	Sell	4,965 -400	-7%	-$32.6K	0.03%	82
2024 Q1	$490K	Sell	5,365 -1,165	-18%	-$108K	0.03%	79
2023 Q4	$627K	Sell	6,530 -510	-7%	-$49.6K	0.04%	77
2023 Q3	$643K	Sell	7,040 -2,805	-28%	-$275K	0.05%	78
2023 Q2	$975K	Sell	9,845 -6,263	-39%	-$650K	0.07%	70
2023 Q1	$1.68M	Sell	16,108 -3,789	-19%	-$394K	0.13%	56
2022 Q4	$1.97M	Sell	19,897 -2,065	-9%	-$195K	0.16%	56
2022 Q3	$1.85M	Sell	21,962 -33,820	-61%	-$2.87M	0.16%	55
2022 Q2	$4.26M	Sell	55,782 -19,330	-26%	-$1.48M	0.35%	45
2022 Q1	$6.83M	Sell	75,112 -46,962	-38%	-$4.43M	0.5%	39
2021 Q4	$14.3M	Sell	122,074 -470	-0.4%	-$53K	0.99%	31
2021 Q3	$13.8M	Buy	122,544 +737	+0.6%	+$86.3K	1.04%	31
2021 Q2	$13.6M	Sell	121,807 -135	-0.1%	-$15.3K	1.03%	32
2021 Q1	$13.3M	Buy	121,942 +715	+0.6%	+$75.1K	1.04%	32
2020 Q4	$12.9M	Sell	121,227 -481	-0.4%	-$45.9K	1.02%	37
2020 Q3	$10.5M	Sell	121,708 -2,896	-2%	-$231K	0.91%	38
2020 Q2	$9.18M	Sell	124,604 -645	-0.5%	-$48.5K	0.82%	39
2020 Q1	$8.15M	Buy	125,249 +1,837	+1%	+$149K	0.82%	39
2019 Q4	$10.8M	Buy	123,412 +225	+0.2%	+$19.2K	0.89%	36
2019 Q3	$10.8M	Buy	123,187 +832	+0.7%	+$77.1K	0.89%	38
2019 Q2	$10.3M	Sell	122,355 -85	-0.1%	-$6.67K	0.85%	39
2019 Q1	$9.09M	Sell	122,440 -626	-0.5%	-$43K	0.76%	39
2018 Q4	$7.92M	Sell	123,066 -1,500	-1%	-$93.9K	0.74%	41
2018 Q3	$7.04M	Buy	124,566 +114	+0.1%	+$6.03K	0.58%	43
2018 Q2	$6.08M	Buy	124,452 +135	+0.1%	+$7.66K	0.54%	43
2018 Q1	$7.15M	Buy	124,317 +6,185	+5%	+$358K	0.65%	43
2017 Q4	$6.79M	Buy	118,132 +7,390	+7%	+$418K	0.59%	43
2017 Q3	$5.95M	Buy	110,742 +4,890	+5%	+$271K	0.53%	43
2017 Q2	$6.17M	Buy	105,852 +4,325	+4%	+$262K	0.56%	42
2017 Q1	$5.93M	Buy	101,527 +2,695	+3%	+$153K	0.55%	42
2016 Q4	$5.48M	Buy	98,832 +5,050	+5%	+$280K	0.52%	41
2016 Q3	$5.08M	Buy	93,782 +11,782	+14%	+$659K	0.47%	43
2016 Q2	$4.68M	Buy	82,000 +4,080	+5%	+$232K	0.42%	45
2016 Q1	$4.67M	Buy	77,920 +16,500	+27%	+$961K	0.43%	47
2015 Q4	$3.69M	Buy	61,420 +6,515	+12%	+$397K	0.35%	49
2015 Q3	$3.13M	Buy	54,905 +44,107	+408%	+$2.47M	0.31%	52
2015 Q2	$579K	Buy	10,798 +1,600	+17%	+$81.2K	0.05%	89
2015 Q1	$436K	Hold	9,198	–	–	0.04%	92
2014 Q4	$377K	Hold	9,198	–	–	0.03%	96
2014 Q3	$348K	Buy	9,198 +60	+0.7%	+$2.32K	0.03%	98
2014 Q2	$353K	Buy	+9,138	New	+$332K	0.03%	97

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

Nichols & Pratt Advisers's SBUX Position: Q1 2025 in Review

Nichols & Pratt Advisers sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,465 shares — an estimated $225K sold.

Nichols & Pratt Advisers first reported a position in SBUX in Q2 2014 and held it in 43 quarters. The position peaked at $14.3M in Q4 2021. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Nichols & Pratt Advisers reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
Nichols & Pratt Advisers sold 2,465 Starbucks shares in Q1 2025, an estimated $225K.
Nichols & Pratt Advisers first reported a position in Starbucks in Q2 2014 and held it in 43 quarters.
Nichols & Pratt Advisers's Starbucks position peaked at $14.3M in Q4 2021.
2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2025, filed 29 Apr 2025.