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Nicholson Wealth Management Group’s Starbucks SBUX Stock Holding History

Nicholson Wealth Management 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
Q4 		– Sell
-17,745
Closed -$1.5M – 111
2025
Q3 		$1.5M Buy
17,745
+1,572
+10% +$141K 0.88% 66
2025
Q2 		$1.48M Buy
16,173
+184
+1% +$15.9K 0.91% 59
2025
Q1 		$1.57M Buy
15,989
+135
+0.9% +$14K 1.03% 46
2024
Q4 		$1.45M Buy
15,854
+8,112
+105% +$785K 0.97% 59
2024
Q3 		$755K Buy
+7,742
New +$664K 0.62% 58

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Nicholson Wealth Management Group's SBUX Position: Q4 2025 in Review

Nicholson Wealth Management Group sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 17,745 shares — an estimated $1.5M sold.

Nicholson Wealth Management Group first reported a position in SBUX in Q3 2024 and held it in 5 quarters. The position peaked at $1.57M in Q1 2025. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Nicholson Wealth Management Group reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Nicholson Wealth Management Group sold 17,745 Starbucks shares in Q4 2025, an estimated $1.5M.
  • Nicholson Wealth Management Group first reported a position in Starbucks in Q3 2024 and held it in 5 quarters.
  • Nicholson Wealth Management Group's Starbucks position peaked at $1.57M in Q1 2025.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Nicholson Wealth Management Group's 13F filing for Q4 2025, filed 26 Jan 2026.