WR Wealth Planners’s Starbucks SBUX Stock Holding History

WR Wealth Planners’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	$54.4K	Sell	596 -210	-26%	-$20.3K	0.02%	310
2024 Q3	$78.6K	Sell	806 -911	-53%	-$78.2K	0.02%	285
2024 Q2	$134K	Sell	1,717 -215	-11%	-$17.5K	0.04%	219
2024 Q1	$177K	Buy	+1,932	New	+$180K	0.05%	188
2023 Q4	–	Sell	-2,179	Closed	-$199K	–	723
2023 Q3	$199K	Buy	2,179 +45	+2%	+$4.42K	0.08%	171
2023 Q2	$211K	Buy	2,134 +377	+21%	+$39.1K	0.08%	161
2023 Q1	$183K	Buy	1,757 +1,342	+323%	+$140K	0.08%	166
2022 Q4	$41.2K	Hold	415	–	–	0.03%	178
2022 Q3	$35K	Hold	415	–	–	0.02%	183
2022 Q2	$31.7K	Hold	415	–	–	0.02%	201
2022 Q1	$37.8K	Buy	+415	New	+$39.2K	0.02%	188

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WR Wealth Planners's SBUX Position: Q4 2024 in Review

WR Wealth Planners reduced its Starbucks (SBUX) stake by 26% in Q4 2024, selling an estimated $20.3K and leaving 596 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #310.

WR Wealth Planners first reported a position in SBUX in Q1 2022 and has held it in 11 quarters since. The position peaked at $211K in Q2 2023. 2,403 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

WR Wealth Planners held 596 shares of Starbucks worth $54.4K as of Q4 2024.
WR Wealth Planners sold 210 Starbucks shares in Q4 2024, an estimated $20.3K.
Starbucks made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #310 holding.
WR Wealth Planners first reported a position in Starbucks in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Starbucks position peaked at $211K in Q2 2023.
2,403 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.