Cooper/Haims Advisors’s Starbucks SBUX Stock Holding History

Cooper/Haims 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
2018 Q3	–	Sell	-1,000	Closed	-$2K	–	59
2018 Q2	$2K	Buy	+1,000	New	+$56.8K	﹤0.01%	58

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Cooper/Haims Advisors's SBUX Position: Q4 2025 in Review

Cooper/Haims Advisors sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 3,954 shares — an estimated $335K sold.

Cooper/Haims Advisors first reported a position in SBUX in Q2 2018 and held it in 29 quarters. The position peaked at $586K in Q4 2021. 2,315 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

Cooper/Haims Advisors reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
Cooper/Haims Advisors sold 3,954 Starbucks shares in Q4 2025, an estimated $335K.
Cooper/Haims Advisors first reported a position in Starbucks in Q2 2018 and held it in 29 quarters.
Cooper/Haims Advisors's Starbucks position peaked at $586K in Q4 2021.
2,315 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Cooper/Haims Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.