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Avaii Wealth Management’s Starbucks SBUX Stock Holding History

Avaii 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
Q2 		– Sell
-3,006
Closed -$295K – 142
2025
Q1 		$295K Sell
3,006
-61
-2% -$6.31K 0.16% 88
2024
Q4 		$280K Buy
+3,067
New +$297K 0.14% 102
2023
Q2 		– Sell
-2,633
Closed -$274K – 147
2023
Q1 		$274K Buy
+2,633
New +$274K 0.24% 99

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

Avaii Wealth Management's SBUX Position: Q2 2025 in Review

Avaii Wealth Management sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 3,006 shares — an estimated $295K sold.

Avaii Wealth Management first reported a position in SBUX in Q1 2023 and held it in 3 quarters. The position peaked at $295K in Q1 2025. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Avaii Wealth Management reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Avaii Wealth Management sold 3,006 Starbucks shares in Q2 2025, an estimated $295K.
  • Avaii Wealth Management first reported a position in Starbucks in Q1 2023 and held it in 3 quarters.
  • Avaii Wealth Management's Starbucks position peaked at $295K in Q1 2025.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Avaii Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.