Giverny Capital’s Starbucks SBUX Stock Holding History

Giverny Capital’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	-750,248	Closed	-$68.7M	–	56
2025 Q2	$68.7M	Buy	750,248 +3,562	+0.5%	+$309K	2.36%	18
2025 Q1	$73.2M	Sell	746,686 -2,686	-0.4%	-$278K	2.7%	17
2024 Q4	$68.4M	Buy	749,372 +31,368	+4%	+$3.03M	2.5%	18
2024 Q3	$70M	Buy	718,004 +2,378	+0.3%	+$204K	2.66%	15
2024 Q2	$55.7M	Buy	715,626 +344,075	+93%	+$28M	2.35%	19
2024 Q1	$34M	Buy	371,551 +365,338	+5,880%	+$34M	1.38%	27
2023 Q4	$597K	Hold	6,213	–	–	0.03%	53
2023 Q3	$567K	Hold	6,213	–	–	0.03%	52
2023 Q2	$615K	Sell	6,213 -52	-0.8%	-$5.4K	0.03%	50
2023 Q1	$652K	Hold	6,265	–	–	0.04%	47
2022 Q4	$621K	Hold	6,265	–	–	0.04%	52
2022 Q3	$528K	Sell	6,265 -57	-0.9%	-$4.84K	0.04%	48
2022 Q2	$483K	Hold	6,322	–	–	0.03%	53
2022 Q1	$575K	Hold	6,322	–	–	0.03%	52
2021 Q4	$739K	Sell	6,322 -5	-0.1%	-$564	0.04%	50
2021 Q3	$698K	Hold	6,327	–	–	0.04%	46
2021 Q2	$707K	Hold	6,327	–	–	0.04%	42
2021 Q1	$691K	Hold	6,327	–	–	0.05%	42
2020 Q4	$677K	Hold	6,327	–	–	0.05%	43
2020 Q3	$544K	Buy	+6,327	New	+$505K	0.05%	44

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Giverny Capital's SBUX Position: Q3 2025 in Review

Giverny Capital sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 750,248 shares — an estimated $68.7M sold.

Giverny Capital first reported a position in SBUX in Q3 2020 and held it in 20 quarters. The position peaked at $73.2M in Q1 2025. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Giverny Capital reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Giverny Capital sold 750,248 Starbucks shares in Q3 2025, an estimated $68.7M.
Giverny Capital first reported a position in Starbucks in Q3 2020 and held it in 20 quarters.
Giverny Capital's Starbucks position peaked at $73.2M in Q1 2025.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Giverny Capital's 13F filing for Q3 2025, filed 14 Nov 2025.