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Accredited Wealth Management’s Starbucks SBUX Stock Holding History

Accredited 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 		$6.94K Buy
1,000
+918
+1,120% +$82.2K 0.01% 293
2025
Q2 		$7.51K Buy
82
+2
+3% +$173 0.01% 290
2025
Q1 		$7.85K Sell
80
-407
-84% -$42.1K 0.01% 261
2024
Q4 		$44.4K Buy
+487
New +$47.1K 0.04% 144

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

Accredited Wealth Management's SBUX Position: Q3 2025 in Review

Accredited Wealth Management increased its Starbucks (SBUX) stake by 1,120% in Q3 2025, buying an estimated $82.2K and bringing the position to 1,000 shares worth $6.94K. The position accounts for 0.01% of the portfolio, ranked #293.

Accredited Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 4 quarters since. The position peaked at $44.4K in Q4 2024. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Accredited Wealth Management held 1,000 shares of Starbucks worth $6.94K as of Q3 2025.
  • Accredited Wealth Management bought 918 Starbucks shares in Q3 2025, an estimated $82.2K.
  • Starbucks made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #293 holding.
  • Accredited Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Starbucks position peaked at $44.4K in Q4 2024.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.