Beacon Capital Management LLC (Tennessee)’s Starbucks SBUX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-789	Closed	-$72.3K	–	825
2025 Q2	$72.3K	Sell	789 -3	-0.4%	-$260	0.01%	268
2025 Q1	$77.7K	Sell	792 -33	-4%	-$3.41K	0.01%	240
2024 Q4	$75.3K	Sell	825 -43	-5%	-$4.16K	0.01%	234
2024 Q3	$84.6K	Buy	868 +300	+53%	+$25.7K	0.01%	224
2024 Q2	$44.2K	Sell	568 -680	-54%	-$55.4K	0.01%	302
2024 Q1	$114K	Buy	1,248 +17	+1%	+$1.58K	0.02%	158
2023 Q4	$112K	Sell	1,231 -100	-8%	-$9.73K	0.03%	135
2023 Q3	$132K	Hold	1,331	–	–	0.04%	127
2023 Q2	$132K	Buy	1,331 +336	+34%	+$34.9K	0.04%	127
2023 Q1	$104K	Hold	995	–	–	0.03%	135
2022 Q4	$98.7K	Buy	995 +168	+20%	+$15.9K	0.03%	142
2022 Q3	$63K	Sell	827 -31	-4%	-$2.63K	0.02%	187
2022 Q2	$79K	Hold	858	–	–	0.02%	183
2022 Q1	$79K	Buy	+858	New	+$81K	0.02%	183

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SBUX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 789 shares — an estimated $72.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SBUX in Q1 2022 and held it in 14 quarters. The position peaked at $132K in Q3 2023. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 789 Starbucks shares in Q3 2025, an estimated $72.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Starbucks in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Starbucks position peaked at $132K in Q3 2023.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.