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Arete Wealth Advisors’s Starbucks SBUX Stock Holding History

Arete 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
Q4 		– Sell
-8,458
Closed -$715K – 679
2025
Q3 		$715K Buy
8,458
+257
+3% +$23K 0.04% 352
2025
Q2 		$751K Buy
8,201
+591
+8% +$51.2K 0.05% 305
2025
Q1 		$746K Sell
7,610
-882
-10% -$91.2K 0.06% 296
2024
Q4 		$775K Buy
8,492
+1,447
+21% +$140K 0.06% 304
2024
Q3 		$684K Sell
7,045
-7,545
-52% -$647K 0.06% 294
2024
Q2 		$1.14M Sell
14,590
-413
-3% -$33.6K 0.09% 209
2024
Q1 		$1.37M Sell
15,003
-4,067
-21% -$378K 0.13% 172
2023
Q4 		$1.83M Buy
19,070
+443
+2% +$43.1K 0.14% 155
2023
Q3 		$1.7M Sell
18,627
-1,489
-7% -$146K 0.29% 74
2023
Q2 		$1.99M Buy
20,116
+1,623
+9% +$168K 0.18% 125
2023
Q1 		$1.93M Sell
18,493
-50
-0.3% -$5.2K 0.16% 127
2022
Q4 		$1.84M Sell
18,543
-1,730
-9% -$163K 0.16% 118
2022
Q3 		$1.71M Buy
20,273
+19,253
+1,888% +$1.64M 0.17% 117
2022
Q2 		$204K Sell
1,020
-9,918
-91% -$762K 0.02% 427
2022
Q1 		$995K Buy
10,938
+8,130
+290% +$767K 0.08% 185
2021
Q4 		$311K Sell
2,808
-8,973
-76% -$1.01M 0.03% 377
2021
Q3 		$1.3M Sell
11,781
-350
-3% -$41K 0.14% 139
2021
Q2 		$1.14M Sell
12,131
-303
-2% -$34.3K 0.16% 126
2021
Q1 		$1.35M Sell
12,434
-813
-6% -$85.4K 0.17% 124
2020
Q4 		$1.4M Sell
13,247
-963
-7% -$91.9K 0.2% 111
2020
Q3 		$1.23M Buy
14,210
+798
+6% +$63.7K 0.19% 128
2020
Q2 		$987K Buy
13,412
+1,226
+10% +$92.1K 0.17% 143
2020
Q1 		$800K Buy
12,186
+2,002
+20% +$162K 0.16% 142
2019
Q4 		$896K Buy
10,184
+59
+0.6% +$5.03K 0.16% 150
2019
Q3 		$895K Sell
10,125
-1,266
-11% -$117K 0.17% 146
2019
Q2 		$955K Buy
11,391
+546
+5% +$42.8K 0.19% 138
2019
Q1 		$806K Buy
10,845
+7,062
+187% +$485K 0.17% 154
2018
Q4 		$244K Hold
3,783
– – 0.06% 302
2018
Q3 		$214K Sell
3,783
-11,959
-76% -$632K 0.05% 332
2018
Q2 		$769K Sell
15,742
-4,055
-20% -$230K 0.18% 143
2018
Q1 		$1.15M Sell
19,797
-2,250
-10% -$130K 0.38% 58
2017
Q4 		$1.27M Buy
22,047
+2,603
+13% +$147K 0.41% 56
2017
Q3 		$1.04M Buy
19,444
+13,966
+255% +$774K 0.42% 70
2017
Q2 		$319K Buy
5,478
+720
+15% +$43.5K 0.15% 180
2017
Q1 		$278K Hold
4,758
– – 0.12% 159
2016
Q4 		$264K Buy
4,758
+334
+8% +$18.5K 0.12% 145
2016
Q3 		$240K Sell
4,424
-475
-10% -$26.6K 0.14% 125
2016
Q2 		$280K Sell
4,899
-1,190
-20% -$67.7K 0.18% 106
2016
Q1 		$364K Buy
+6,089
New +$355K 0.22% 90
2015
Q3 		– Sell
-48,243
Closed -$2.59M – 156
2015
Q2 		$2.59M Buy
48,243
+14,177
+42% +$719K 1.74% 8
2015
Q1 		$1.61M Buy
34,066
+956
+3% +$42.9K 1.04% 16
2014
Q4 		$1.36M Buy
+33,110
New +$1.29M 0.96% 25

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arete Wealth Advisors's SBUX Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 8,458 shares — an estimated $715K sold.

Arete Wealth Advisors first reported a position in SBUX in Q4 2014 and held it in 42 quarters. The position peaked at $2.59M in Q2 2015. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,458 Starbucks shares in Q4 2025, an estimated $715K.
  • Arete Wealth Advisors first reported a position in Starbucks in Q4 2014 and held it in 42 quarters.
  • Arete Wealth Advisors's Starbucks position peaked at $2.59M in Q2 2015.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.