BI
SBUX icon

Bolthouse Investments’s Starbucks SBUX Stock Holding History

Bolthouse Investments’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
Q4 		– Sell
-4,003
Closed -$339K – 76
2025
Q3 		$339K Hold
4,003
– – 0.31% 57
2025
Q2 		$367K Hold
4,003
– – 0.36% 56
2025
Q1 		$393K Buy
4,003
+3
+0.1% +$310 0.41% 51
2024
Q4 		$365K Buy
+4,000
New +$387K 0.34% 61

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bolthouse Investments's SBUX Position: Q4 2025 in Review

Bolthouse Investments sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 4,003 shares — an estimated $339K sold.

Bolthouse Investments first reported a position in SBUX in Q4 2024 and held it in 4 quarters. The position peaked at $393K in Q1 2025. 2,315 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Bolthouse Investments reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Bolthouse Investments sold 4,003 Starbucks shares in Q4 2025, an estimated $339K.
  • Bolthouse Investments first reported a position in Starbucks in Q4 2024 and held it in 4 quarters.
  • Bolthouse Investments's Starbucks position peaked at $393K in Q1 2025.
  • 2,315 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Bolthouse Investments's 13F filing for Q4 2025, filed 27 Jan 2026.