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Gitterman Wealth Management’s Starbucks SBUX Stock Holding History

Gitterman Wealth 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
-4,809
Closed -$441K – 295
2025
Q2 		$441K Sell
4,809
-1,154
-19% -$100K 0.1% 52
2025
Q1 		$585K Buy
5,963
+3,598
+152% +$372K 0.16% 34
2024
Q4 		$216K Buy
2,365
+5
+0.2% +$484 0.09% 105
2024
Q3 		$230K Sell
2,360
-3,623
-61% -$311K 0.1% 95
2024
Q2 		$466K Buy
5,983
+3,023
+102% +$246K 0.18% 32
2024
Q1 		$271K Sell
2,960
-935
-24% -$87K 0.1% 69
2023
Q4 		$374K Sell
3,895
-300
-7% -$29.2K 0.17% 38
2023
Q3 		$383K Hold
4,195
– – 0.18% 27
2023
Q2 		$416K Hold
4,195
– – 0.19% 28
2023
Q1 		$437K Hold
4,195
– – 0.21% 22
2022
Q4 		$416K Sell
4,195
-42
-1% -$3.96K 0.21% 28
2022
Q3 		$355K Sell
4,237
-661
-13% -$56.2K 0.37% 31
2022
Q2 		$374K Buy
4,898
+750
+18% +$57.6K 0.35% 31
2022
Q1 		$377K Hold
4,148
– – 0.3% 39
2021
Q4 		$485K Sell
4,148
-2,140
-34% -$241K 0.36% 36
2021
Q3 		$694K Buy
6,288
+2,140
+52% +$251K 0.56% 21
2021
Q2 		$464K Sell
4,148
-878
-17% -$99.3K 0.38% 31
2021
Q1 		$549K Buy
+5,026
New +$528K 0.35% 27

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

Gitterman Wealth Management's SBUX Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 4,809 shares — an estimated $441K sold.

Gitterman Wealth Management first reported a position in SBUX in Q1 2021 and held it in 18 quarters. The position peaked at $694K in Q3 2021. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,809 Starbucks shares in Q3 2025, an estimated $441K.
  • Gitterman Wealth Management first reported a position in Starbucks in Q1 2021 and held it in 18 quarters.
  • Gitterman Wealth Management's Starbucks position peaked at $694K in Q3 2021.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.