Belmont Capital’s Starbucks SBUX Stock Holding History

Belmont Capital’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	$539K	Hold	5,880	–	–	0.08%	67
2025 Q1	$577K	Hold	5,880	–	–	0.1%	58
2024 Q4	$537K	Hold	5,880	–	–	0.09%	49
2024 Q3	$573K	Sell	5,880 -140	-2%	-$12K	0.1%	60
2024 Q2	$469K	Hold	6,020	–	–	0.09%	78
2024 Q1	$550K	Buy	6,020 +28	+0.5%	+$2.6K	0.15%	52
2023 Q4	$575K	Sell	5,992 -1,897	-24%	-$185K	0.25%	39
2023 Q3	$720K	Buy	7,889 +1,898	+32%	+$186K	0.39%	31
2023 Q2	$593K	Buy	5,991 +111	+2%	+$11.5K	0.33%	31
2023 Q1	$612K	Hold	5,880	–	–	0.51%	20
2022 Q4	$583K	Hold	5,880	–	–	0.62%	19
2022 Q3	$495K	Hold	5,880	–	–	0.58%	16
2022 Q2	$449K	Hold	5,880	–	–	0.54%	16
2022 Q1	$535K	Hold	5,880	–	–	0.53%	12
2021 Q4	$688K	Hold	5,880	–	–	0.54%	12
2021 Q3	$649K	Hold	5,880	–	–	0.53%	13
2021 Q2	$657K	Hold	5,880	–	–	0.68%	10
2021 Q1	$643K	Hold	5,880	–	–	0.8%	8
2020 Q4	$629K	Hold	5,880	–	–	0.29%	11
2020 Q3	$505K	Hold	5,880	–	–	0.19%	12
2020 Q2	$433K	Sell	5,880 -300	-5%	-$22.5K	0.25%	12
2020 Q1	$406K	Buy	6,180 +300	+5%	+$24.3K	0.35%	11
2019 Q4	$517K	Buy	+5,880	New	+$501K	0.42%	11

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belmont Capital's SBUX Position: Q2 2025 in Review

Belmont Capital held its Starbucks (SBUX) position steady in Q2 2025 at 5,880 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #67.

Belmont Capital first reported a position in SBUX in Q4 2019 and has held it in 23 quarters since. The position peaked at $720K in Q3 2023. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Belmont Capital held 5,880 shares of Starbucks worth $539K as of Q2 2025.
Belmont Capital left its Starbucks share count unchanged in Q2 2025.
Starbucks made up 0.08% of Belmont Capital's portfolio in Q2 2025, its #67 holding.
Belmont Capital first reported a position in Starbucks in Q4 2019 and has held it in 23 quarters since.
Belmont Capital's Starbucks position peaked at $720K in Q3 2023.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.