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Copperwynd Financial’s Starbucks SBUX Stock Holding History

Copperwynd Financial’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 		$1.34M Buy
14,608
+11,255
+336% +$975K 0.33% 52
2025
Q1 		$329K Buy
3,353
+20
+0.6% +$2.07K 0.09% 117
2024
Q4 		$304K Sell
3,333
-28
-0.8% -$2.71K 0.08% 111
2024
Q3 		$328K Buy
3,361
+29
+0.9% +$2.49K 0.1% 110
2024
Q2 		$260K Hold
3,332
– – 0.08% 123
2024
Q1 		$305K Buy
3,332
+33
+1% +$3.07K 0.11% 109
2023
Q4 		$317K Buy
3,299
+20
+0.6% +$1.95K 0.13% 110
2023
Q3 		$299K Sell
3,279
-63
-2% -$6.18K 0.14% 104
2023
Q2 		$331K Sell
3,342
-87
-3% -$9.03K 0.15% 111
2023
Q1 		$357K Buy
3,429
+115
+3% +$12K 0.18% 111
2022
Q4 		$329K Sell
3,314
-22,641
-87% -$2.14M 0.18% 104
2022
Q3 		$2.19M Buy
25,955
+22,610
+676% +$1.92M 1.26% 17
2022
Q2 		$256K Buy
3,345
+6
+0.2% +$461 0.15% 110
2022
Q1 		$304K Sell
3,339
-6,479
-66% -$611K 0.13% 108
2021
Q4 		$1.15M Buy
9,818
+690
+8% +$77.8K 0.44% 33
2021
Q3 		$1.01M Buy
9,128
+651
+8% +$76.2K 0.42% 37
2021
Q2 		$948K Buy
8,477
+697
+9% +$78.8K 0.4% 38
2021
Q1 		$850K Buy
7,780
+68
+0.9% +$7.14K 0.38% 36
2020
Q4 		$825K Buy
7,712
+675
+10% +$64.4K 0.4% 37
2020
Q3 		$605K Buy
7,037
+1,147
+19% +$91.5K 0.32% 43
2020
Q2 		$433K Buy
5,890
+2,348
+66% +$176K 0.25% 65
2020
Q1 		$233K Sell
3,542
-21,351
-86% -$1.73M 0.11% 75
2019
Q4 		$2.19M Sell
24,893
-70,696
-74% -$6.03M 1.16% 19
2019
Q3 		$7.83M Sell
95,589
-1,768
-2% -$164K 4.45% 5
2019
Q2 		$8.16M Buy
97,357
+74,617
+328% +$5.85M 4.69% 6
2019
Q1 		$1.69M Buy
22,740
+19,278
+557% +$1.32M 1.01% 23
2018
Q4 		$223K Buy
+3,462
New +$217K 0.14% 85

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

Copperwynd Financial's SBUX Position: Q2 2025 in Review

Copperwynd Financial increased its Starbucks (SBUX) stake by 336% in Q2 2025, buying an estimated $975K and bringing the position to 14,608 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #52.

Copperwynd Financial first reported a position in SBUX in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.16M in Q2 2019. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Copperwynd Financial held 14,608 shares of Starbucks worth $1.34M as of Q2 2025.
  • Copperwynd Financial bought 11,255 Starbucks shares in Q2 2025, an estimated $975K.
  • Starbucks made up 0.33% of Copperwynd Financial's portfolio in Q2 2025, its #52 holding.
  • Copperwynd Financial first reported a position in Starbucks in Q4 2018 and has held it in 27 quarters since.
  • Copperwynd Financial's Starbucks position peaked at $8.16M in Q2 2019.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.