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Atticus Wealth Management’s Starbucks SBUX Stock Holding History

Atticus 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 		– Sell
-300
Closed -$27.5K – 541
2025
Q2 		$27.5K Sell
300
-20
-6% -$1.73K 0.01% 379
2025
Q1 		$31.4K Hold
320
– – 0.01% 278
2024
Q4 		$29.2K Hold
320
– – 0.01% 300
2024
Q3 		$31.2K Sell
320
-10
-3% -$858 0.01% 290
2024
Q2 		$25.7K Hold
330
– – 0.01% 290
2024
Q1 		$30.2K Hold
330
– – 0.01% 285
2023
Q4 		$31.7K Buy
330
+200
+154% +$19.5K 0.01% 288
2023
Q3 		$11.9K Hold
130
– – ﹤0.01% 387
2023
Q2 		$12.9K Sell
130
-2
-2% -$208 ﹤0.01% 377
2023
Q1 		$13.7K Sell
132
-3,307
-96% -$344K 0.01% 357
2022
Q4 		$341K Sell
3,439
-89
-3% -$8.4K 0.14% 93
2022
Q3 		$270K Hold
3,528
– – 0.13% 98
2022
Q2 		$270K Buy
3,528
+50
+1% +$3.84K 0.11% 113
2022
Q1 		$316K Buy
3,478
+3,282
+1,674% +$310K 0.12% 108
2021
Q4 		$23K Buy
196
+80
+69% +$9.02K 0.01% 301
2021
Q3 		$13K Sell
116
-371
-76% -$43.4K 0.01% 335
2021
Q2 		$54K Hold
487
– – 0.02% 224
2021
Q1 		$53K Sell
487
-6
-1% -$630 0.03% 205
2020
Q4 		$53K Sell
493
-2
-0.4% -$191 0.03% 206
2020
Q3 		$43K Sell
495
-10
-2% -$798 0.03% 184
2020
Q2 		$37K Buy
+505
New +$38K 0.02% 186

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

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

Atticus Wealth Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 300 shares — an estimated $27.5K sold.

Atticus Wealth Management first reported a position in SBUX in Q2 2020 and held it in 21 quarters. The position peaked at $341K in Q4 2022. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Atticus Wealth Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 300 Starbucks shares in Q3 2025, an estimated $27.5K.
  • Atticus Wealth Management first reported a position in Starbucks in Q2 2020 and held it in 21 quarters.
  • Atticus Wealth Management's Starbucks position peaked at $341K in Q4 2022.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.