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Teamwork Financial Advisors’s Starbucks SBUX Stock Holding History

Teamwork Financial 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
2024
Q4 		– Sell
-14,374
Closed -$1.4M – 191
2024
Q3 		$1.4M Buy
+14,374
New +$1.23M 0.19% 64
2024
Q1 		– Sell
-2,323
Closed -$223K – 199
2023
Q4 		$223K Sell
2,323
-598
-20% -$58.2K 0.04% 169
2023
Q3 		$267K Buy
2,921
+160
+6% +$15.7K 0.04% 168
2023
Q2 		$273K Sell
2,761
-843
-23% -$87.5K 0.04% 162
2023
Q1 		$375K Buy
3,604
+1,004
+39% +$104K 0.07% 137
2022
Q4 		$258K Sell
2,600
-7,835
-75% -$739K 0.05% 169
2022
Q3 		$879K Sell
10,435
-347
-3% -$29.5K 0.19% 77
2022
Q2 		$824K Sell
10,782
-224
-2% -$17.2K 0.18% 93
2022
Q1 		$1M Buy
11,006
+858
+8% +$81K 0.19% 100
2021
Q4 		$1.19M Sell
10,148
-140
-1% -$15.8K 0.22% 97
2021
Q3 		$1.14M Buy
10,288
+3,143
+44% +$368K 0.22% 92
2021
Q2 		$799K Sell
7,145
-1,799
-20% -$203K 0.16% 110
2021
Q1 		$977K Buy
8,944
+2,519
+39% +$264K 0.23% 95
2020
Q4 		$687K Buy
6,425
+3,970
+162% +$379K 0.16% 105
2020
Q3 		$211K Buy
+2,455
New +$196K 0.07% 170

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Teamwork Financial Advisors's SBUX Position: Q4 2024 in Review

Teamwork Financial Advisors sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 14,374 shares — an estimated $1.4M sold.

Teamwork Financial Advisors first reported a position in SBUX in Q3 2020 and held it in 15 quarters. The position peaked at $1.4M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Teamwork Financial Advisors reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 14,374 Starbucks shares in Q4 2024, an estimated $1.4M.
  • Teamwork Financial Advisors first reported a position in Starbucks in Q3 2020 and held it in 15 quarters.
  • Teamwork Financial Advisors's Starbucks position peaked at $1.4M in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Teamwork Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.