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Greenberg Financial Group’s Starbucks SBUX Stock Holding History

Greenberg 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
Q4 		$2.25M Buy
+26,690
New +$2.25M 0.93% 23
2025
Q2 		$1.94M Sell
18,968
-6,394
-25% -$554K 0.72% 28
2025
Q1 		$2.27M Buy
+25,362
New +$2.62M 0.94% 23

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Greenberg Financial Group's SBUX Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Starbucks (SBUX) in Q4 2025: 26,690 shares worth $2.25M. The stake represents 0.93% of the portfolio and ranks #23 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SBUX as recently as Q2 2025.

Greenberg Financial Group first reported a position in SBUX in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2025. 2,316 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Greenberg Financial Group held 26,690 shares of Starbucks worth $2.25M as of Q4 2025.
  • Starbucks was a new Greenberg Financial Group position in Q4 2025.
  • Starbucks made up 0.93% of Greenberg Financial Group's portfolio in Q4 2025, its #23 holding.
  • Greenberg Financial Group first reported a position in Starbucks in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Starbucks position peaked at $2.27M in Q1 2025.
  • 2,316 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.