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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
2023
Q1 		– Sell
-500
Closed -$30 – 151
2022
Q4 		$30 Hold
500
– – ﹤0.01% 132
2022
Q3 		$2K Buy
+500
New +$42.5K ﹤0.01% 123

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.