CWC
SBUX icon

Carolinas Wealth Consulting’s Starbucks SBUX Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-205
Closed -$20.1K – 763
2025
Q1 		$20.1K Sell
205
-31
-13% -$3.21K ﹤0.01% 455
2024
Q4 		$21.5K Sell
236
-652
-73% -$63.1K ﹤0.01% 463
2024
Q3 		$86.5K Sell
888
-1,235
-58% -$106K 0.02% 287
2024
Q2 		$165K Sell
2,123
-122
-5% -$9.94K 0.03% 195
2024
Q1 		$205K Sell
2,245
-617
-22% -$57.4K 0.04% 170
2023
Q4 		$275K Buy
2,862
+133
+5% +$12.9K 0.06% 130
2023
Q3 		$252K Buy
2,729
+9
+0.3% +$883 0.06% 128
2023
Q2 		$269K Sell
2,720
-592
-18% -$61.4K 0.05% 151
2023
Q1 		$345K Sell
3,312
-432
-12% -$45K 0.07% 127
2022
Q4 		$371K Buy
3,744
+1,531
+69% +$144K 0.08% 118
2022
Q3 		$186K Sell
2,213
-676
-23% -$57.4K 0.05% 162
2022
Q2 		$221K Buy
2,889
+735
+34% +$56.4K 0.05% 147
2022
Q1 		$196K Hold
2,154
– – 0.04% 171
2021
Q4 		$252K Buy
2,154
+259
+14% +$29.2K 0.05% 151
2021
Q3 		$209K Sell
1,895
-965
-34% -$113K 0.05% 155
2021
Q2 		$320K Buy
2,860
+66
+2% +$7.46K 0.07% 122
2021
Q1 		$305K Buy
2,794
+616
+28% +$64.7K 0.07% 122
2020
Q4 		$233K Buy
2,178
+163
+8% +$15.6K 0.06% 135
2020
Q3 		$173K Buy
2,015
+1,002
+99% +$79.9K 0.06% 143
2020
Q2 		$75K Buy
+1,013
New +$76.1K 0.03% 170

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

Carolinas Wealth Consulting's SBUX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 205 shares — an estimated $20.1K sold.

Carolinas Wealth Consulting first reported a position in SBUX in Q2 2020 and held it in 20 quarters. The position peaked at $371K in Q4 2022. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 205 Starbucks shares in Q2 2025, an estimated $20.1K.
  • Carolinas Wealth Consulting first reported a position in Starbucks in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Starbucks position peaked at $371K in Q4 2022.
  • 2,338 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.