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Goldstone Financial Group’s Starbucks SBUX Stock Holding History

Goldstone Financial Group’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
-2,182
Closed -$206K – 224
2025
Q2 		$206K Sell
2,182
-29
-1% -$2.51K 0.03% 201
2025
Q1 		$217K Buy
+2,211
New +$229K 0.03% 192
2024
Q3 		– Sell
-3,896
Closed -$303K – 199
2024
Q2 		$303K Buy
+3,896
New +$317K 0.06% 142
2023
Q3 		– Sell
-4,509
Closed -$447K – 164
2023
Q2 		$447K Buy
+4,509
New +$468K 0.13% 96

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

Goldstone Financial Group's SBUX Position: Q3 2025 in Review

Goldstone Financial Group sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 2,182 shares — an estimated $206K sold.

Goldstone Financial Group first reported a position in SBUX in Q2 2023 and held it in 4 quarters. The position peaked at $447K in Q2 2023. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Goldstone Financial Group reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 2,182 Starbucks shares in Q3 2025, an estimated $206K.
  • Goldstone Financial Group first reported a position in Starbucks in Q2 2023 and held it in 4 quarters.
  • Goldstone Financial Group's Starbucks position peaked at $447K in Q2 2023.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.