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Financial Gravity Companies’s Starbucks SBUX Stock Holding History

Financial Gravity Companies’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 		$2.23M Buy
+24,360
New +$2.11M 0.44% 61
2024
Q4 		$1.84M Sell
20,192
-190
-0.9% -$18.4K 0.42% 60
2024
Q3 		$1.99M Buy
+20,382
New +$1.75M 0.53% 48
2018
Q4 		$63K Buy
+923
New +$57.8K 0.06% 270
2018
Q1 		$2K Sell
33
-8
-20% -$462 ﹤0.01% 1001
2017
Q4 		$2K Buy
+41
New +$2.32K ﹤0.01% 976

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

Financial Gravity Companies's SBUX Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Starbucks (SBUX) in Q2 2025: 24,360 shares worth $2.23M. The stake represents 0.44% of the portfolio and ranks #61 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SBUX as recently as Q4 2024.

Financial Gravity Companies first reported a position in SBUX in Q4 2017 and has held it in 6 quarters since. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Financial Gravity Companies held 24,360 shares of Starbucks worth $2.23M as of Q2 2025.
  • Starbucks was a new Financial Gravity Companies position in Q2 2025.
  • Starbucks made up 0.44% of Financial Gravity Companies's portfolio in Q2 2025, its #61 holding.
  • Financial Gravity Companies first reported a position in Starbucks in Q4 2017 and has held it in 6 quarters since.
  • 2,338 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.