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AM Investment Strategies’s Starbucks SBUX Stock Holding History

AM Investment Strategies’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
Q2 		– Sell
-2,143
Closed -$210K – 111
2025
Q1 		$210K Buy
+2,143
New +$222K 0.05% 99
2024
Q4 		– Sell
-2,136
Closed -$208K – 108
2024
Q3 		$208K Buy
+2,136
New +$183K 0.05% 97
2024
Q1 		– Sell
-2,097
Closed -$201K – 112
2023
Q4 		$201K Sell
2,097
-807
-28% -$78.5K 0.06% 100
2023
Q3 		$265K Sell
2,904
-132
-4% -$13K 0.09% 78
2023
Q2 		$301K Buy
3,036
+4
+0.1% +$415 0.09% 75
2023
Q1 		$316K Buy
3,032
+4
+0.1% +$416 0.11% 71
2022
Q4 		$300K Buy
3,028
+4
+0.1% +$377 0.11% 68
2022
Q3 		$255K Buy
3,024
+4
+0.1% +$340 0.09% 72
2022
Q2 		$231K Buy
3,020
+5
+0.2% +$384 0.08% 83
2022
Q1 		$274K Buy
3,015
+804
+36% +$75.9K 0.07% 90
2021
Q4 		$259K Buy
2,211
+3
+0.1% +$338 0.06% 99
2021
Q3 		$244K Buy
2,208
+3
+0.1% +$351 0.06% 98
2021
Q2 		$247K Sell
2,205
-14
-0.6% -$1.58K 0.06% 96
2021
Q1 		$242K Buy
+2,219
New +$233K 0.07% 93

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AM Investment Strategies's SBUX Position: Q2 2025 in Review

AM Investment Strategies sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 2,143 shares — an estimated $210K sold.

AM Investment Strategies first reported a position in SBUX in Q1 2021 and held it in 14 quarters. The position peaked at $316K in Q1 2023. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • AM Investment Strategies reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • AM Investment Strategies sold 2,143 Starbucks shares in Q2 2025, an estimated $210K.
  • AM Investment Strategies first reported a position in Starbucks in Q1 2021 and held it in 14 quarters.
  • AM Investment Strategies's Starbucks position peaked at $316K in Q1 2023.
  • 2,338 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on AM Investment Strategies's 13F filing for Q2 2025, filed 15 Jul 2025.