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Spectrum Wealth Counsel’s Starbucks SBUX Stock Holding History

Spectrum Wealth Counsel’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 		$39.2K Hold
400
– – ﹤0.01% 182
2024
Q4 		$36.5K Hold
400
– – ﹤0.01% 180
2024
Q3 		$39K Sell
400
-31
-7% -$2.66K ﹤0.01% 188
2024
Q2 		$33.5K Sell
431
-972
-69% -$79.2K ﹤0.01% 226
2024
Q1 		$128K Sell
1,403
-59
-4% -$5.49K 0.02% 149
2023
Q4 		$140K Buy
+1,462
New +$142K 0.02% 145

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

Spectrum Wealth Counsel's SBUX Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Starbucks (SBUX) position steady in Q1 2025 at 400 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Spectrum Wealth Counsel first reported a position in SBUX in Q4 2023 and has held it in 6 quarters since. The position peaked at $140K in Q4 2023. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Spectrum Wealth Counsel held 400 shares of Starbucks worth $39.2K as of Q1 2025.
  • Spectrum Wealth Counsel left its Starbucks share count unchanged in Q1 2025.
  • Starbucks made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #182 holding.
  • Spectrum Wealth Counsel first reported a position in Starbucks in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Starbucks position peaked at $140K in Q4 2023.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.