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RE Dickinson Investment Advisors’s Starbucks SBUX Stock Holding History

RE Dickinson Investment 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 		$28.9K Buy
317
+12
+4% +$1.16K 0.02% 115
2024
Q3 		$29.7K Hold
305
– – 0.02% 110
2024
Q2 		$23.7K Hold
305
– – 0.01% 122
2024
Q1 		$28K Sell
305
-200
-40% -$18.6K 0.02% 107
2023
Q4 		$48K Hold
505
– – 0.03% 83
2023
Q3 		$46K Buy
+505
New +$49.6K 0.03% 85

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

RE Dickinson Investment Advisors's SBUX Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Starbucks (SBUX) stake by 3.9% in Q4 2024, buying an estimated $1.16K and bringing the position to 317 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #115.

RE Dickinson Investment Advisors first reported a position in SBUX in Q3 2023 and has held it in 6 quarters since. The position peaked at $48K in Q4 2023. 2,406 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • RE Dickinson Investment Advisors held 317 shares of Starbucks worth $28.9K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 12 Starbucks shares in Q4 2024, an estimated $1.16K.
  • Starbucks made up 0.02% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #115 holding.
  • RE Dickinson Investment Advisors first reported a position in Starbucks in Q3 2023 and has held it in 6 quarters since.
  • RE Dickinson Investment Advisors's Starbucks position peaked at $48K in Q4 2023.
  • 2,406 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

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