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Atria Wealth Solutions’s Starbucks SBUX Stock Holding History

Atria Wealth Solutions’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 		$2.87M Sell
31,112
-46,134
-60% -$4M 0.06% 330
2025
Q1 		$7.58M Sell
77,246
-2,461
-3% -$254K 0.09% 231
2024
Q4 		$7.27M Sell
79,707
-22,727
-22% -$2.2M 0.08% 255
2024
Q3 		$9.99M Sell
102,434
-19,161
-16% -$1.64M 0.11% 196
2024
Q2 		$9.47M Sell
121,595
-5,394
-4% -$439K 0.1% 198
2024
Q1 		$11.6M Buy
126,989
+1,786
+1% +$166K 0.13% 166
2023
Q4 		$12M Buy
125,203
+816
+0.7% +$79.4K 0.15% 147
2023
Q3 		$11.4M Buy
124,387
+1,800
+1% +$177K 0.16% 137
2023
Q2 		$12.1M Buy
122,587
+3,314
+3% +$344K 0.17% 129
2023
Q1 		$12.4M Sell
119,273
-2,278
-2% -$237K 0.18% 123
2022
Q4 		$12.1M Buy
121,551
+6,865
+6% +$648K 0.19% 119
2022
Q3 		$9.66M Buy
114,686
+66,685
+139% +$5.67M 0.17% 129
2022
Q2 		$3.67M Sell
48,001
-35,813
-43% -$2.75M 0.07% 294
2022
Q1 		$7.62M Buy
+83,814
New +$7.91M 0.13% 171

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's SBUX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Starbucks (SBUX) stake by 60% in Q2 2025, selling an estimated $4M and leaving 31,112 shares worth $2.87M. The position accounts for 0.06% of the portfolio, ranked #330.

Atria Wealth Solutions first reported a position in SBUX in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2023. 2,340 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Atria Wealth Solutions held 31,112 shares of Starbucks worth $2.87M as of Q2 2025.
  • Atria Wealth Solutions sold 46,134 Starbucks shares in Q2 2025, an estimated $4M.
  • Starbucks made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #330 holding.
  • Atria Wealth Solutions first reported a position in Starbucks in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Starbucks position peaked at $12.4M in Q1 2023.
  • 2,340 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.