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Bordeaux Wealth Advisors’s Starbucks SBUX Stock Holding History

Bordeaux Wealth 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
Q2 		$2.11M Buy
23,056
+41
+0.2% +$3.55K 0.27% 40
2025
Q1 		$2.26M Buy
23,015
+21
+0.1% +$2.17K 0.42% 35
2024
Q4 		$2.1M Buy
22,994
+284
+1% +$27.5K 0.34% 39
2024
Q3 		$2.21M Buy
22,710
+502
+2% +$43.1K 0.4% 37
2024
Q2 		$1.73M Buy
+22,208
New +$1.81M 0.33% 40

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

Bordeaux Wealth Advisors's SBUX Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Starbucks (SBUX) stake by 0.18% in Q2 2025, buying an estimated $3.55K and bringing the position to 23,056 shares worth $2.11M. The position accounts for 0.27% of the portfolio, ranked #40.

Bordeaux Wealth Advisors first reported a position in SBUX in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.26M in Q1 2025. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Bordeaux Wealth Advisors held 23,056 shares of Starbucks worth $2.11M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 41 Starbucks shares in Q2 2025, an estimated $3.55K.
  • Starbucks made up 0.27% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #40 holding.
  • Bordeaux Wealth Advisors first reported a position in Starbucks in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Starbucks position peaked at $2.26M in Q1 2025.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.