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Chung Wu Investment Group’s Starbucks SBUX Stock Holding History

Chung Wu Investment Group’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
-100
Closed -$9.16K – 280
2025
Q2 		$9.16K Buy
+100
New +$8.67K 0.01% 205

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chung Wu Investment Group's SBUX Position: Q3 2025 in Review

Chung Wu Investment Group sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 100 shares — an estimated $9.16K sold.

Chung Wu Investment Group first reported a position in SBUX in Q2 2025 and held it in 1 quarter. The position peaked at $9.16K in Q2 2025. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Chung Wu Investment Group reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 100 Starbucks shares in Q3 2025, an estimated $9.16K.
  • Chung Wu Investment Group first reported a position in Starbucks in Q2 2025 and held it in 1 quarter.
  • Chung Wu Investment Group's Starbucks position peaked at $9.16K in Q2 2025.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.