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Whitaker-Myers Wealth Managers’s Starbucks SBUX Stock Holding History

Whitaker-Myers Wealth Managers’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
-3,531
Closed -$322K – 130
2024
Q4 		$322K Buy
+3,531
New +$342K 0.09% 86

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

Whitaker-Myers Wealth Managers's SBUX Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 3,531 shares — an estimated $322K sold.

Whitaker-Myers Wealth Managers first reported a position in SBUX in Q4 2024 and held it in 1 quarter. The position peaked at $322K in Q4 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 3,531 Starbucks shares in Q1 2025, an estimated $322K.
  • Whitaker-Myers Wealth Managers first reported a position in Starbucks in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Starbucks position peaked at $322K in Q4 2024.
  • 2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.