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One Wealth Advisors’s Starbucks SBUX Stock Holding History

One Wealth Advisors’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
2024
Q4 		– Sell
-2,117
Closed -$206K – 284
2024
Q3 		$206K Buy
+2,117
New +$182K 0.03% 254
2023
Q1 		– Sell
-527
Closed -$52.2K – 516
2022
Q4 		$52.2K Sell
527
-7,000
-93% -$661K 0.01% 406
2022
Q3 		$634K Buy
+7,527
New +$639K 0.21% 62
2022
Q2 		– Sell
-4,704
Closed -$428K – 206
2022
Q1 		$428K Buy
4,704
+364
+8% +$34.4K 0.1% 104
2021
Q4 		$508K Buy
4,340
+288
+7% +$32.5K 0.13% 85
2021
Q3 		$447K Sell
4,052
-1,085
-21% -$127K 0.13% 104
2021
Q2 		$574K Buy
5,137
+1,590
+45% +$180K 0.18% 67
2021
Q1 		$388K Buy
3,547
+245
+7% +$25.7K 0.15% 82
2020
Q4 		$353K Sell
3,302
-939
-22% -$89.7K 0.19% 71
2020
Q3 		$364K Sell
4,241
-1,518
-26% -$121K 0.25% 44
2020
Q2 		$424K Sell
5,759
-328
-5% -$24.6K 0.34% 33
2020
Q1 		$400K Buy
6,087
+391
+7% +$31.6K 0.4% 30
2019
Q4 		$501K Sell
5,696
-283
-5% -$24.1K 0.37% 33
2019
Q3 		$529K Buy
5,979
+1,358
+29% +$126K 0.46% 25
2019
Q2 		$387K Buy
4,621
+2,406
+109% +$189K 0.32% 51
2019
Q1 		$165K Buy
+2,215
New +$152K 0.13% 135
2018
Q4 		– Sell
-63
Closed -$4K – 404
2018
Q3 		$4K Hold
63
– – ﹤0.01% 440
2018
Q2 		$3K Hold
63
– – ﹤0.01% 480
2018
Q1 		$4K Buy
63
+1
+2% +$58 ﹤0.01% 406
2017
Q4 		$4K Buy
+62
New +$3.51K ﹤0.01% 458

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

One Wealth Advisors's SBUX Position: Q4 2024 in Review

One Wealth Advisors sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 2,117 shares — an estimated $206K sold.

One Wealth Advisors first reported a position in SBUX in Q4 2017 and held it in 20 quarters. The position peaked at $634K in Q3 2022. 2,406 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • One Wealth Advisors reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
  • One Wealth Advisors sold 2,117 Starbucks shares in Q4 2024, an estimated $206K.
  • One Wealth Advisors first reported a position in Starbucks in Q4 2017 and held it in 20 quarters.
  • One Wealth Advisors's Starbucks position peaked at $634K in Q3 2022.
  • 2,406 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on One Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.