Persium Advisors’s Starbucks SBUX Stock Holding History

Persium 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	-6,264	Closed	-$572K	–	62
2024 Q4	$572K	Buy	+6,264	New	+$606K	0.56%	32

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

Persium Advisors's SBUX Position: Q1 2025 in Review

Persium Advisors sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 6,264 shares — an estimated $572K sold.

Persium Advisors first reported a position in SBUX in Q4 2024 and held it in 1 quarter. The position peaked at $572K in Q4 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Persium Advisors reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
Persium Advisors sold 6,264 Starbucks shares in Q1 2025, an estimated $572K.
Persium Advisors first reported a position in Starbucks in Q4 2024 and held it in 1 quarter.
Persium Advisors's Starbucks position peaked at $572K in Q4 2024.
2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Persium Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.