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Abich Financial Wealth Management’s Starbucks SBUX Stock Holding History

Abich Financial Wealth Management’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
Q3 		$107K Buy
+1,262
New +$113K 0.04% 222
2024
Q3 		– Sell
-643
Closed -$50.1K – 762
2024
Q2 		$50.1K Hold
643
– – 0.03% 163
2024
Q1 		$58.8K Buy
643
+2
+0.3% +$186 0.05% 125
2023
Q4 		$61.5K Buy
+641
New +$62.4K 0.06% 90

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abich Financial Wealth Management's SBUX Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Starbucks (SBUX) in Q3 2025: 1,262 shares worth $107K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SBUX as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SBUX in Q4 2023 and has held it in 4 quarters since. 2,262 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Abich Financial Wealth Management held 1,262 shares of Starbucks worth $107K as of Q3 2025.
  • Starbucks was a new Abich Financial Wealth Management position in Q3 2025.
  • Starbucks made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #222 holding.
  • Abich Financial Wealth Management first reported a position in Starbucks in Q4 2023 and has held it in 4 quarters since.
  • 2,262 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.