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Copperleaf Capital’s Starbucks SBUX Stock Holding History

Copperleaf Capital’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 		$831K Sell
9,817
-4,310
-31% -$386K 0.4% 57
2025
Q2 		$1.29M Sell
14,127
-25
-0.2% -$2.17K 0.66% 44
2025
Q1 		$1.39M Sell
14,152
-4,091
-22% -$423K 0.83% 34
2024
Q4 		$1.66M Buy
18,243
+8,709
+91% +$843K 1.05% 30
2024
Q3 		$929K Sell
9,534
-153
-2% -$13.1K 0.71% 43
2024
Q2 		$754K Buy
9,687
+3,952
+69% +$322K 0.6% 51
2024
Q1 		$524K Buy
5,735
+704
+14% +$65.5K 0.45% 64
2023
Q4 		$483K Buy
+5,031
New +$490K 0.49% 56
2023
Q3 		– Sell
-3,490
Closed -$346K – 86
2023
Q2 		$346K Buy
3,490
+257
+8% +$26.7K 0.32% 61
2023
Q1 		$337K Buy
3,233
+525
+19% +$54.6K 0.33% 58
2022
Q4 		$269K Sell
2,708
-560
-17% -$52.8K 0.31% 57
2022
Q3 		$275K Buy
3,268
+262
+9% +$22.3K 0.3% 61
2022
Q2 		$230K Buy
3,006
+133
+5% +$10.2K 0.23% 58
2022
Q1 		$261K Buy
2,873
+130
+5% +$12.3K 0.23% 56
2021
Q4 		$321K Buy
2,743
+455
+20% +$51.3K 0.28% 56
2021
Q3 		$252K Sell
2,288
-99
-4% -$11.6K 0.24% 54
2021
Q2 		$267K Buy
2,387
+99
+4% +$11.2K 0.26% 53
2021
Q1 		$250K Hold
2,288
– – 0.27% 52
2020
Q4 		$245K Buy
+2,288
New +$218K 0.21% 47
2020
Q1 		– Sell
-2,559
Closed -$225K – 52
2019
Q4 		$225K Buy
+2,559
New +$218K 0.23% 46

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

Copperleaf Capital's SBUX Position: Q3 2025 in Review

Copperleaf Capital reduced its Starbucks (SBUX) stake by 31% in Q3 2025, selling an estimated $386K and leaving 9,817 shares worth $831K. The position accounts for 0.4% of the portfolio, ranked #57.

Copperleaf Capital first reported a position in SBUX in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.66M in Q4 2024. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Copperleaf Capital held 9,817 shares of Starbucks worth $831K as of Q3 2025.
  • Copperleaf Capital sold 4,310 Starbucks shares in Q3 2025, an estimated $386K.
  • Starbucks made up 0.4% of Copperleaf Capital's portfolio in Q3 2025, its #57 holding.
  • Copperleaf Capital first reported a position in Starbucks in Q4 2019 and has held it in 20 quarters since.
  • Copperleaf Capital's Starbucks position peaked at $1.66M in Q4 2024.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.