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Sabal Trust’s Starbucks SBUX Stock Holding History

Sabal Trust’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 		$243K Sell
2,475
-9,965
-80% -$1.03M 0.01% 218
2024
Q4 		$1.14M Buy
12,440
+5,353
+76% +$518K 0.07% 136
2024
Q3 		$691K Buy
+7,087
New +$608K 0.04% 151
2018
Q3 		– Sell
-8,940
Closed -$436K – 138
2018
Q2 		$436K Sell
8,940
-403,966
-98% -$22.9M 0.04% 104
2018
Q1 		$23.9M Buy
412,906
+123,420
+43% +$7.13M 2.29% 26
2017
Q4 		$16.6M Buy
289,486
+14,253
+5% +$807K 1.69% 33
2017
Q3 		$14.8M Buy
+275,233
New +$15.3M 1.48% 36

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

Sabal Trust's SBUX Position: Q1 2025 in Review

Sabal Trust reduced its Starbucks (SBUX) stake by 80% in Q1 2025, selling an estimated $1.03M and leaving 2,475 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #218.

Sabal Trust first reported a position in SBUX in Q3 2017 and has held it in 7 quarters since. The position peaked at $23.9M in Q1 2018. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Sabal Trust held 2,475 shares of Starbucks worth $243K as of Q1 2025.
  • Sabal Trust sold 9,965 Starbucks shares in Q1 2025, an estimated $1.03M.
  • Starbucks made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #218 holding.
  • Sabal Trust first reported a position in Starbucks in Q3 2017 and has held it in 7 quarters since.
  • Sabal Trust's Starbucks position peaked at $23.9M in Q1 2018.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.