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Vanguard Capital Wealth Advisors’s Starbucks SBUX Stock Holding History

Vanguard Capital Wealth 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 		– Sell
-3,129
Closed -$285K – 130
2024
Q4 		$285K Buy
+3,129
New +$303K 0.31% 74
2024
Q2 		– Sell
-2,942
Closed -$269K – 160
2024
Q1 		$269K Sell
2,942
-696
-19% -$64.7K 0.19% 102
2023
Q4 		$349K Sell
3,638
-4,947
-58% -$482K 0.28% 77
2023
Q3 		$784K Buy
8,585
+4
+0% +$393 0.73% 30
2023
Q2 		$850K Buy
8,581
+313
+4% +$32.5K 0.77% 30
2023
Q1 		$861K Sell
8,268
-432
-5% -$45K 0.86% 26
2022
Q4 		$863K Hold
8,700
– – 1% 23
2022
Q3 		$734K Sell
8,700
-400
-4% -$34K 0.89% 27
2022
Q2 		$695K Sell
9,100
-2,800
-24% -$215K 0.79% 30
2022
Q1 		$1.08M Buy
11,900
+2,600
+28% +$245K 0.77% 30
2021
Q4 		$1.09M Sell
9,300
-350
-4% -$39.5K 0.78% 34
2021
Q3 		$1.06K Buy
9,650
+650
+7% +$76.1K 0.71% 34
2021
Q2 		$1.01M Hold
9,000
– – 0.76% 33
2021
Q1 		$1.02M Sell
9,000
-350
-4% -$36.7K 0.87% 31
2020
Q4 		$990K Buy
+9,350
New +$893K 0.91% 27
2020
Q2 		$886K Buy
+12,050
New +$906K 1.03% 29
2019
Q4 		$2.07M Buy
23,564
+2,464
+12% +$210K 2.17% 10
2019
Q3 		$1.86M Hold
21,100
– – 2.18% 10
2019
Q2 		$1.77M Buy
21,100
+1,000
+5% +$78.4K 2.14% 9
2019
Q1 		$1.49M Sell
20,100
-200
-1% -$13.7K 1.88% 12
2018
Q4 		$1.31M Sell
20,300
-4,050
-17% -$253K 1.95% 11
2018
Q3 		$1.38M Hold
24,350
– – 1.58% 17
2018
Q2 		$1.19M Sell
24,350
-2,200
-8% -$125K 1.58% 15
2018
Q1 		$1.54M Sell
26,550
-2,513
-9% -$145K 2.03% 14
2017
Q4 		$1.67M Buy
+29,063
New +$1.64M 2.09% 10

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

Vanguard Capital Wealth Advisors's SBUX Position: Q1 2025 in Review

Vanguard Capital Wealth Advisors sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 3,129 shares — an estimated $285K sold.

Vanguard Capital Wealth Advisors first reported a position in SBUX in Q4 2017 and held it in 25 quarters. The position peaked at $2.07M in Q4 2019. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Vanguard Capital Wealth Advisors reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 3,129 Starbucks shares in Q1 2025, an estimated $285K.
  • Vanguard Capital Wealth Advisors first reported a position in Starbucks in Q4 2017 and held it in 25 quarters.
  • Vanguard Capital Wealth Advisors's Starbucks position peaked at $2.07M in Q4 2019.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.