Financial Advocates Investment Management’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-15,345
| Closed | -$1.41M | – | 483 |
|
|
2025
Q2 | $1.41M | Sell |
15,345
-8,533
| -36% | -$739K | 0.11% | 175 |
|
|
2025
Q1 | $2.34M | Sell |
23,878
-9,207
| -28% | -$952K | 0.16% | 148 |
|
|
2024
Q4 | $3.02M | Sell |
33,085
-3,401
| -9% | -$329K | 0.17% | 135 |
|
|
2024
Q3 | $3.56M | Sell |
36,486
-1,451
| -4% | -$124K | 0.2% | 112 |
|
|
2024
Q2 | $2.95M | Sell |
37,937
-1,039
| -3% | -$84.6K | 0.18% | 121 |
|
|
2024
Q1 | $3.56M | Sell |
38,976
-451
| -1% | -$41.9K | 0.21% | 112 |
|
|
2023
Q4 | $3.79M | Buy |
39,427
+2,608
| +7% | +$254K | 0.25% | 95 |
|
|
2023
Q3 | $3.36M | Buy |
36,819
+581
| +2% | +$57K | 0.24% | 104 |
|
|
2023
Q2 | $3.59M | Sell |
36,238
-2,621
| -7% | -$272K | 0.26% | 98 |
|
|
2023
Q1 | $4.05M | Buy |
38,859
+524
| +1% | +$54.5K | 0.29% | 86 |
|
|
2022
Q4 | $3.8M | Buy |
38,335
+4,861
| +15% | +$459K | 0.28% | 90 |
|
|
2022
Q3 | $2.82M | Sell |
33,474
-5,663
| -14% | -$481K | 0.23% | 117 |
|
|
2022
Q2 | $2.99M | Buy |
39,137
+1,642
| +4% | +$126K | 0.24% | 110 |
|
|
2022
Q1 | $3.41M | Sell |
37,495
-16,477
| -31% | -$1.55M | 0.22% | 108 |
|
|
2021
Q4 | $6.31M | Buy |
53,972
+20,221
| +60% | +$2.28M | 0.4% | 50 |
|
|
2021
Q3 | $3.72M | Sell |
33,751
-13,038
| -28% | -$1.53M | 0.25% | 106 |
|
|
2021
Q2 | $5.23M | Sell |
46,789
-2,105
| -4% | -$238K | 0.35% | 58 |
|
|
2021
Q1 | $5.34M | Sell |
48,894
-438
| -0.9% | -$46K | 0.38% | 56 |
|
|
2020
Q4 | $5.28M | Sell |
49,332
-242
| -0.5% | -$23.1K | 0.36% | 61 |
|
|
2020
Q3 | $4.26M | Sell |
49,574
-46
| -0.1% | -$3.67K | 0.36% | 59 |
|
|
2020
Q2 | $3.77M | Buy |
49,620
+3,246
| +7% | +$244K | 0.36% | 67 |
|
|
2020
Q1 | $3.05M | Buy |
46,374
+1,030
| +2% | +$83.3K | 0.44% | 60 |
|
|
2019
Q4 | $3.99M | Sell |
45,344
-17,946
| -28% | -$1.53M | 0.42% | 57 |
|
|
2019
Q3 | $5.6M | Sell |
63,290
-2,360
| -4% | -$219K | 0.64% | 32 |
|
|
2019
Q2 | $5.5M | Buy |
65,650
+1,806
| +3% | +$142K | 0.64% | 33 |
|
|
2019
Q1 | $4.75M | Sell |
63,844
-8,389
| -12% | -$577K | 0.59% | 40 |
|
|
2018
Q4 | $4.65M | Sell |
72,233
-694
| -1% | -$43.4K | 0.63% | 39 |
|
|
2018
Q3 | $4.14M | Sell |
72,927
-3,137
| -4% | -$166K | 0.46% | 51 |
|
|
2018
Q2 | $3.73M | Buy |
+76,064
| New | +$4.32M | 0.45% | 55 |
|
|
2018
Q1 | – | Sell |
-61,219
| Closed | -$3.52M | – | 529 |
|
|
2017
Q4 | $3.52M | Buy |
+61,219
| New | +$3.46M | 0.48% | 50 |
|
Other funds holding SBUX
Financial Advocates Investment Management's SBUX Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 15,345 shares — an estimated $1.41M sold.
Financial Advocates Investment Management first reported a position in SBUX in Q4 2017 and held it in 30 quarters. The position peaked at $6.31M in Q4 2021. 2,264 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 15,345 Starbucks shares in Q3 2025, an estimated $1.41M.
- Financial Advocates Investment Management first reported a position in Starbucks in Q4 2017 and held it in 30 quarters.
- Financial Advocates Investment Management's Starbucks position peaked at $6.31M in Q4 2021.
- 2,264 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.