Global Financial Private Client’s Starbucks SBUX Stock Holding History

Global Financial Private Client’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	–	Sell	-1,651	Closed	-$162K	–	1324
2025 Q1	$162K	Buy	1,651 +15	+0.9%	+$1.55K	0.06%	218
2024 Q4	$149K	Sell	1,636 -27	-2%	-$2.61K	0.06%	225
2024 Q3	$162K	Buy	1,663 +141	+9%	+$12.1K	0.06%	213
2024 Q2	$119K	Sell	1,522 -192	-11%	-$15.6K	0.05%	222
2024 Q1	$157K	Buy	1,714 +78	+5%	+$7.25K	0.07%	192
2023 Q4	$157K	Hold	1,636	–	–	0.07%	186
2023 Q3	$149K	Hold	1,636	–	–	0.08%	180
2023 Q2	$162K	Hold	1,636	–	–	0.08%	183
2023 Q1	$172K	Buy	1,636 +192	+13%	+$20K	0.09%	167
2022 Q4	$143K	Hold	1,444	–	–	0.08%	165
2022 Q3	$124K	Hold	1,444	–	–	0.07%	179
2022 Q2	$114K	Buy	1,444 +431	+43%	+$33.1K	0.06%	178
2022 Q1	$92.7K	Hold	1,013	–	–	0.04%	201
2021 Q4	$118K	Buy	1,013 +529	+109%	+$59.6K	0.06%	184
2021 Q3	$54.7K	Hold	484	–	–	0.03%	239
2021 Q2	$54.9K	Hold	484	–	–	0.03%	238
2021 Q1	$52.9K	Hold	484	–	–	0.04%	200
2020 Q4	$51.8K	Buy	484 +14	+3%	+$1.34K	0.04%	190
2020 Q3	$40.8K	Hold	470	–	–	0.04%	206
2020 Q2	$34.8K	Hold	470	–	–	0.03%	244
2020 Q1	$29.4K	Hold	470	–	–	0.03%	275
2019 Q4	$41.3K	Buy	+470	New	+$40.1K	0.03%	262

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Financial Private Client's SBUX Position: Q2 2025 in Review

Global Financial Private Client sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 1,651 shares — an estimated $162K sold.

Global Financial Private Client first reported a position in SBUX in Q4 2019 and held it in 22 quarters. The position peaked at $172K in Q1 2023. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Global Financial Private Client reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1,651 Starbucks shares in Q2 2025, an estimated $162K.
Global Financial Private Client first reported a position in Starbucks in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Starbucks position peaked at $172K in Q1 2023.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.