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Fulcrum Equity Management’s Starbucks SBUX Stock Holding History

Fulcrum Equity Management’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 		– Sell
-3,636
Closed -$333K – 119
2025
Q2 		$333K Sell
3,636
-24
-0.7% -$2.08K 0.34% 66
2025
Q1 		$359K Hold
3,660
– – 0.39% 60
2024
Q4 		$334K Sell
3,660
-459
-11% -$44.4K 0.33% 73
2024
Q3 		$402K Buy
4,119
+1,151
+39% +$98.8K 0.34% 93
2024
Q2 		$231K Buy
2,968
+259
+10% +$21.1K 0.21% 122
2024
Q1 		$248K Buy
+2,709
New +$252K 0.29% 99

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

Fulcrum Equity Management's SBUX Position: Q3 2025 in Review

Fulcrum Equity Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 3,636 shares — an estimated $333K sold.

Fulcrum Equity Management first reported a position in SBUX in Q1 2024 and held it in 6 quarters. The position peaked at $402K in Q3 2024. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Fulcrum Equity Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,636 Starbucks shares in Q3 2025, an estimated $333K.
  • Fulcrum Equity Management first reported a position in Starbucks in Q1 2024 and held it in 6 quarters.
  • Fulcrum Equity Management's Starbucks position peaked at $402K in Q3 2024.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.