Wingate Wealth Advisors’s Starbucks SBUX Stock Holding History

Wingate 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	-195	Closed	-$17.8K	–	357
2024 Q4	$17.8K	Buy	+195	New	+$18.9K	0.02%	298

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wingate Wealth Advisors's SBUX Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 195 shares — an estimated $17.8K sold.

Wingate Wealth Advisors first reported a position in SBUX in Q4 2024 and held it in 1 quarter. The position peaked at $17.8K in Q4 2024. 2,401 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Wingate Wealth Advisors reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 195 Starbucks shares in Q1 2025, an estimated $17.8K.
Wingate Wealth Advisors first reported a position in Starbucks in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Starbucks position peaked at $17.8K in Q4 2024.
2,401 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.