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Schechter Investment Advisors’s Starbucks SBUX Stock Holding History

Schechter 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
2025
Q1 		$1.45M Buy
14,754
+5,492
+59% +$568K 0.12% 173
2024
Q4 		$845K Sell
9,262
-5,074
-35% -$491K 0.06% 273
2024
Q3 		$1.4M Buy
14,336
+2,381
+20% +$204K 0.1% 185
2024
Q2 		$931K Buy
11,955
+3,288
+38% +$268K 0.07% 253
2024
Q1 		$792K Sell
8,667
-2,129
-20% -$198K 0.06% 289
2023
Q4 		$1.04M Sell
10,796
-897
-8% -$87.3K 0.09% 222
2023
Q3 		$1.07M Sell
11,693
-316
-3% -$31K 0.1% 211
2023
Q2 		$1.19M Sell
12,009
-386
-3% -$40.1K 0.11% 216
2023
Q1 		$1.29M Buy
12,395
+881
+8% +$91.7K 0.12% 198
2022
Q4 		$1.14M Buy
11,514
+2,495
+28% +$235K 0.1% 250
2022
Q3 		$760K Buy
9,019
+1,294
+17% +$110K 0.07% 373
2022
Q2 		$590K Buy
7,725
+1,005
+15% +$77.2K 0.06% 475
2022
Q1 		$611K Sell
6,720
-9,835
-59% -$928K 0.06% 471
2021
Q4 		$1.94M Buy
+16,555
New +$1.87M 0.17% 123

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

Schechter Investment Advisors's SBUX Position: Q1 2025 in Review

Schechter Investment Advisors increased its Starbucks (SBUX) stake by 59% in Q1 2025, buying an estimated $568K and bringing the position to 14,754 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #173.

Schechter Investment Advisors first reported a position in SBUX in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.94M in Q4 2021. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Schechter Investment Advisors held 14,754 shares of Starbucks worth $1.45M as of Q1 2025.
  • Schechter Investment Advisors bought 5,492 Starbucks shares in Q1 2025, an estimated $568K.
  • Starbucks made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #173 holding.
  • Schechter Investment Advisors first reported a position in Starbucks in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Starbucks position peaked at $1.94M in Q4 2021.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.