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Smith Shellnut Wilson’s Starbucks SBUX Stock Holding History

Smith Shellnut Wilson’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
-2,914
Closed -$266K – 147
2024
Q4 		$266K Hold
2,914
– – 0.12% 119
2024
Q3 		$284K Hold
2,914
– – 0.13% 112
2024
Q2 		$227K Hold
2,914
– – 0.11% 130
2024
Q1 		$266K Hold
2,914
– – 0.14% 108
2023
Q4 		$280K Sell
2,914
-88
-3% -$8.56K 0.16% 101
2023
Q3 		$274K Hold
3,002
– – 0.17% 104
2023
Q2 		$297K Sell
3,002
-45
-1% -$4.67K 0.17% 104
2023
Q1 		$317K Sell
3,047
-10
-0.3% -$1.04K 0.19% 92
2022
Q4 		$303K Hold
3,057
– – 0.19% 97
2022
Q3 		$258K Hold
3,057
– – 0.17% 101
2022
Q2 		$234K Sell
3,057
-163
-5% -$12.5K 0.14% 116
2022
Q1 		$293K Hold
3,220
– – 0.15% 113
2021
Q4 		$377K Hold
3,220
– – 0.19% 101
2021
Q3 		$355K Hold
3,220
– – 0.21% 94
2021
Q2 		$360K Hold
3,220
– – 0.21% 89
2021
Q1 		$352K Buy
3,220
+45
+1% +$4.72K 0.21% 87
2020
Q4 		$340K Buy
3,175
+88
+3% +$8.4K 0.2% 89
2020
Q3 		$265 Sell
3,087
-184
-6% -$14.7K 0.1% 103
2020
Q2 		$241K Hold
3,271
– – 0.17% 96
2020
Q1 		$215K Buy
3,271
+10
+0.3% +$809 0.18% 96
2019
Q4 		$287K Hold
3,261
– – 0.19% 103
2019
Q3 		$288K Sell
3,261
-184
-5% -$17.1K 0.21% 96
2019
Q2 		$289K Sell
3,445
-106
-3% -$8.31K 0.22% 88
2019
Q1 		$264K Buy
3,551
+106
+3% +$7.29K 0.21% 105
2018
Q4 		$222K Buy
+3,445
New +$216K 0.24% 99

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

Smith Shellnut Wilson's SBUX Position: Q1 2025 in Review

Smith Shellnut Wilson sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 2,914 shares — an estimated $266K sold.

Smith Shellnut Wilson first reported a position in SBUX in Q4 2018 and held it in 25 quarters. The position peaked at $377K in Q4 2021. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Smith Shellnut Wilson reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,914 Starbucks shares in Q1 2025, an estimated $266K.
  • Smith Shellnut Wilson first reported a position in Starbucks in Q4 2018 and held it in 25 quarters.
  • Smith Shellnut Wilson's Starbucks position peaked at $377K in Q4 2021.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Smith Shellnut Wilson's 13F filing for Q1 2025, filed 17 Apr 2025.