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Shum Financial Group’s Starbucks SBUX Stock Holding History

Shum Financial 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
2025
Q1 		$357K Sell
3,642
-223
-6% -$23.1K 0.31% 75
2024
Q4 		$353K Sell
3,865
-139
-3% -$13.4K 0.3% 73
2024
Q3 		$389K Buy
+4,004
New +$344K 0.32% 70

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

Shum Financial Group's SBUX Position: Q1 2025 in Review

Shum Financial Group reduced its Starbucks (SBUX) stake by 5.8% in Q1 2025, selling an estimated $23.1K and leaving 3,642 shares worth $357K. The position accounts for 0.31% of the portfolio, ranked #75.

Shum Financial Group first reported a position in SBUX in Q3 2024 and has held it in 3 quarters since. The position peaked at $389K in Q3 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Shum Financial Group held 3,642 shares of Starbucks worth $357K as of Q1 2025.
  • Shum Financial Group sold 223 Starbucks shares in Q1 2025, an estimated $23.1K.
  • Starbucks made up 0.31% of Shum Financial Group's portfolio in Q1 2025, its #75 holding.
  • Shum Financial Group first reported a position in Starbucks in Q3 2024 and has held it in 3 quarters since.
  • Shum Financial Group's Starbucks position peaked at $389K in Q3 2024.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Shum Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.