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Pacific Capital Wealth Advisors’s Starbucks SBUX Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-61
Closed -$5.57K – 312
2024
Q4 		$5.57K Hold
61
– – ﹤0.01% 310
2024
Q3 		$5.95K Sell
61
-298
-83% -$25.6K ﹤0.01% 340
2024
Q2 		$27.9K Buy
359
+286
+392% +$23.3K 0.01% 201
2024
Q1 		$6.67K Buy
73
+12
+20% +$1.12K ﹤0.01% 267
2023
Q4 		$5.86K Buy
+61
New +$5.94K ﹤0.01% 242

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

Pacific Capital Wealth Advisors's SBUX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 61 shares — an estimated $5.57K sold.

Pacific Capital Wealth Advisors first reported a position in SBUX in Q4 2023 and held it in 5 quarters. The position peaked at $27.9K in Q2 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 61 Starbucks shares in Q1 2025, an estimated $5.57K.
  • Pacific Capital Wealth Advisors first reported a position in Starbucks in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Starbucks position peaked at $27.9K in Q2 2024.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.