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US Financial Advisors’s Starbucks SBUX Stock Holding History

US 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
2025
Q1 		$268K Buy
+2,737
New +$283K 0.08% 85
2016
Q2 		– Sell
-540
Closed -$32K – 334
2016
Q1 		$32K Sell
540
-208
-28% -$12.1K 0.06% 118
2015
Q4 		$45K Hold
748
– – 0.04% 151
2015
Q3 		$43K Buy
748
+348
+87% +$19.5K 0.07% 122
2015
Q2 		$21K Hold
400
– – 0.02% 178
2015
Q1 		$19K Hold
400
– – 0.02% 202
2014
Q4 		$16K Buy
+400
New +$15.6K 0.01% 209

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

US Financial Advisors's SBUX Position: Q1 2025 in Review

US Financial Advisors opened a new position in Starbucks (SBUX) in Q1 2025: 2,737 shares worth $268K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings. This is a return to the name: US Financial Advisors previously reported a position in SBUX as recently as Q1 2016.

US Financial Advisors first reported a position in SBUX in Q4 2014 and has held it in 7 quarters since. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • US Financial Advisors held 2,737 shares of Starbucks worth $268K as of Q1 2025.
  • Starbucks was a new US Financial Advisors position in Q1 2025.
  • Starbucks made up 0.08% of US Financial Advisors's portfolio in Q1 2025, its #85 holding.
  • US Financial Advisors first reported a position in Starbucks in Q4 2014 and has held it in 7 quarters since.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.