Congress Wealth Management
SBUX icon

Congress Wealth Management’s Starbucks SBUX Stock Holding History

Congress Wealth Management’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 		$948K Sell
10,345
-25,734
-71% -$2.23M 0.01% 725
2025
Q1 		$3.52M Buy
36,079
+18,849
+109% +$1.95M 0.04% 379
2024
Q4 		$1.57M Buy
17,230
+2,406
+16% +$233K 0.02% 447
2024
Q3 		$1.45M Buy
14,824
+4,799
+48% +$412K 0.02% 465
2024
Q2 		$781K Sell
10,025
-7,431
-43% -$605K 0.01% 467
2024
Q1 		$1.6M Buy
17,456
+1,495
+9% +$139K 0.03% 336
2023
Q4 		$1.53M Buy
15,961
+8,551
+115% +$832K 0.03% 345
2023
Q3 		$676K Buy
7,410
+472
+7% +$46.3K 0.01% 413
2023
Q2 		$687K Sell
6,938
-95
-1% -$9.86K 0.02% 375
2023
Q1 		$732K Sell
7,033
-8
-0.1% -$833 0.02% 379
2022
Q4 		$698K Buy
7,041
+195
+3% +$18.4K 0.02% 374
2022
Q3 		$577K Sell
6,846
-161
-2% -$13.7K 0.02% 388
2022
Q2 		$535K Sell
7,007
-727
-9% -$55.8K 0.01% 398
2022
Q1 		$704K Sell
7,734
-779
-9% -$73.5K 0.02% 397
2021
Q4 		$996K Buy
+8,513
New +$960K 0.02% 371

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's SBUX Position: Q2 2025 in Review

Congress Wealth Management reduced its Starbucks (SBUX) stake by 71% in Q2 2025, selling an estimated $2.23M and leaving 10,345 shares worth $948K. The position accounts for 0.01% of the portfolio, ranked #725.

Congress Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.52M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Congress Wealth Management held 10,345 shares of Starbucks worth $948K as of Q2 2025.
  • Congress Wealth Management sold 25,734 Starbucks shares in Q2 2025, an estimated $2.23M.
  • Starbucks made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #725 holding.
  • Congress Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Starbucks position peaked at $3.52M in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.