Redwood Wealth Management Group’s Starbucks SBUX Stock Holding History

Redwood Wealth Management Group’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	-2,106	Closed	-$205K	–	167
2024 Q3	$205K	Buy	2,106 +58	+3%	+$4.98K	0.1%	154
2024 Q2	$159K	Buy	+2,048	New	+$167K	0.12%	137
2024 Q1	–	Sell	-2,290	Closed	-$220K	–	135
2023 Q4	$220K	Sell	2,290 -228	-9%	-$22.2K	0.24%	110
2023 Q3	$230K	Buy	2,518 +2	+0.1%	+$196	0.27%	104
2023 Q2	$249K	Buy	2,516 +2	+0.1%	+$208	0.28%	103
2023 Q1	$262K	Sell	2,514 -9	-0.4%	-$937	0.3%	101
2022 Q4	$250K	Buy	+2,523	New	+$238K	0.31%	93

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Redwood Wealth Management Group's SBUX Position: Q4 2024 in Review

Redwood Wealth Management Group sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 2,106 shares — an estimated $205K sold.

Redwood Wealth Management Group first reported a position in SBUX in Q4 2022 and held it in 7 quarters. The position peaked at $262K in Q1 2023. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

Redwood Wealth Management Group reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 2,106 Starbucks shares in Q4 2024, an estimated $205K.
Redwood Wealth Management Group first reported a position in Starbucks in Q4 2022 and held it in 7 quarters.
Redwood Wealth Management Group's Starbucks position peaked at $262K in Q1 2023.
2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Redwood Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.