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Grey Fox Wealth Advisors’s Starbucks SBUX Stock Holding History

Grey Fox Wealth Advisors’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 		– Sell
-153
Closed -$13K – 505
2025
Q3 		$13K Buy
+153
New +$13.7K ﹤0.01% 375
2023
Q2 		– Sell
-53
Closed -$5.52K – 425
2023
Q1 		$5.52K Buy
53
+11
+26% +$1.15K ﹤0.01% 348
2022
Q4 		$4.17K Buy
+42
New +$3.96K ﹤0.01% 325

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Grey Fox Wealth Advisors's SBUX Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 153 shares — an estimated $13K sold.

Grey Fox Wealth Advisors first reported a position in SBUX in Q4 2022 and held it in 3 quarters. The position peaked at $13K in Q3 2025. 2,314 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 153 Starbucks shares in Q4 2025, an estimated $13K.
  • Grey Fox Wealth Advisors first reported a position in Starbucks in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Starbucks position peaked at $13K in Q3 2025.
  • 2,314 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.