Bellwether Advisors’s Starbucks SBUX Stock Holding History

Bellwether 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 Q3	–	Sell	-178	Closed	-$16.3K	–	481
2025 Q2	$16.3K	Buy	+178	New	+$15.4K	﹤0.01%	323
2023 Q2	–	Sell	-978	Closed	-$102K	–	361
2023 Q1	$102K	Buy	978 +1	+0.1%	+$104	0.03%	153
2022 Q4	$96.9K	Sell	977 -64	-6%	-$6.04K	0.03%	157
2022 Q3	$87K	Buy	1,041 +64	+7%	+$5.44K	0.03%	132
2022 Q2	$74K	Sell	977 -105	-10%	-$8.06K	0.02%	142
2022 Q1	$98K	Hold	1,082	–	–	0.03%	159
2021 Q4	$126K	Hold	1,082	–	–	0.04%	143
2021 Q3	$119K	Buy	1,082 +105	+11%	+$12.3K	0.04%	166
2021 Q2	$109K	Sell	977 -12	-1%	-$1.36K	0.04%	149
2021 Q1	$108K	Hold	989	–	–	0.04%	133
2020 Q4	$105K	Buy	+989	New	+$94.4K	0.05%	127

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

Bellwether Advisors's SBUX Position: Q3 2025 in Review

Bellwether Advisors sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 178 shares — an estimated $16.3K sold.

Bellwether Advisors first reported a position in SBUX in Q4 2020 and held it in 11 quarters. The position peaked at $126K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Bellwether Advisors reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 178 Starbucks shares in Q3 2025, an estimated $16.3K.
Bellwether Advisors first reported a position in Starbucks in Q4 2020 and held it in 11 quarters.
Bellwether Advisors's Starbucks position peaked at $126K in Q4 2021.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.