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Operose Advisors’s Starbucks SBUX Stock Holding History

Operose 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
-95
Closed -$9.26K – 601
2024
Q3 		$9.26K Sell
95
-50
-34% -$4.29K ﹤0.01% 503
2024
Q2 		$11.3K Hold
145
– – ﹤0.01% 434
2024
Q1 		$13.3K Hold
145
– – ﹤0.01% 447
2023
Q4 		$13.9K Sell
145
-440
-75% -$42.8K 0.01% 419
2023
Q3 		$53.4K Buy
+585
New +$57.4K 0.02% 299
2022
Q4 		– Sell
-60
Closed -$5K – 379
2022
Q3 		$5K Hold
60
– – ﹤0.01% 305
2022
Q2 		$5K Hold
60
– – ﹤0.01% 269
2022
Q1 		$5K Sell
60
-96
-62% -$9.06K ﹤0.01% 293
2021
Q4 		$18K Buy
+156
New +$17.6K 0.01% 218

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Operose Advisors's SBUX Position: Q4 2024 in Review

Operose Advisors sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 95 shares — an estimated $9.26K sold.

Operose Advisors first reported a position in SBUX in Q4 2021 and held it in 9 quarters. The position peaked at $53.4K in Q3 2023. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Operose Advisors reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 95 Starbucks shares in Q4 2024, an estimated $9.26K.
  • Operose Advisors first reported a position in Starbucks in Q4 2021 and held it in 9 quarters.
  • Operose Advisors's Starbucks position peaked at $53.4K in Q3 2023.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.