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ROI Financial Advisors’s Starbucks SBUX Stock Holding History

ROI Financial 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
-2,259
Closed -$206K – 65
2024
Q4 		$206K Sell
2,259
-1,034
-31% -$100K 0.14% 61
2024
Q3 		$321K Sell
3,293
-1,757
-35% -$151K 0.22% 50
2024
Q2 		$393K Sell
5,050
-501
-9% -$40.8K 0.29% 46
2024
Q1 		$507K Sell
5,551
-499
-8% -$46.4K 0.4% 41
2023
Q4 		$581K Buy
+6,050
New +$589K 0.48% 44

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

ROI Financial Advisors's SBUX Position: Q1 2025 in Review

ROI Financial Advisors sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,259 shares — an estimated $206K sold.

ROI Financial Advisors first reported a position in SBUX in Q4 2023 and held it in 5 quarters. The position peaked at $581K in Q4 2023. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • ROI Financial Advisors reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • ROI Financial Advisors sold 2,259 Starbucks shares in Q1 2025, an estimated $206K.
  • ROI Financial Advisors first reported a position in Starbucks in Q4 2023 and held it in 5 quarters.
  • ROI Financial Advisors's Starbucks position peaked at $581K in Q4 2023.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on ROI Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.