Redwood Financial Network’s Starbucks SBUX Stock Holding History

Redwood Financial Network’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	-2,213	Closed	-$202K	–	166
2024 Q4	$202K	Sell	2,213 -28	-1%	-$2.71K	0.15%	153
2024 Q3	$218K	Buy	+2,241	New	+$192K	0.17%	135
2024 Q2	–	Sell	-2,292	Closed	-$209K	–	154
2024 Q1	$209K	Buy	2,292 +8	+0.4%	+$744	0.18%	140
2023 Q4	$219K	Hold	2,284	–	–	0.21%	125
2023 Q3	$208K	Sell	2,284 -432	-16%	-$42.4K	0.22%	126
2023 Q2	$269K	Sell	2,716 -19	-0.7%	-$1.97K	0.25%	120
2023 Q1	$285K	Buy	2,735 +54	+2%	+$5.62K	0.29%	108
2022 Q4	$266K	Buy	+2,681	New	+$253K	0.3%	104
2022 Q2	–	Sell	-2,469	Closed	-$225K	–	148
2022 Q1	$225K	Buy	+2,469	New	+$233K	0.21%	136

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

Redwood Financial Network's SBUX Position: Q1 2025 in Review

Redwood Financial Network sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,213 shares — an estimated $202K sold.

Redwood Financial Network first reported a position in SBUX in Q1 2022 and held it in 9 quarters. The position peaked at $285K in Q1 2023. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Redwood Financial Network reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
Redwood Financial Network sold 2,213 Starbucks shares in Q1 2025, an estimated $202K.
Redwood Financial Network first reported a position in Starbucks in Q1 2022 and held it in 9 quarters.
Redwood Financial Network's Starbucks position peaked at $285K in Q1 2023.
2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Redwood Financial Network's 13F filing for Q1 2025, filed 15 May 2025.