Gries Financial’s Starbucks SBUX Stock Holding History

Gries Financial’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	$1.71M	Buy	20,217 +3,610	+22%	+$323K	0.27%	81
2025 Q2	$1.52M	Sell	16,607 -2,117	-11%	-$183K	0.28%	89
2025 Q1	$1.84M	Sell	18,724 -1,554	-8%	-$161K	0.36%	61
2024 Q4	$1.85M	Sell	20,278 -699	-3%	-$67.6K	0.33%	68
2024 Q3	$2.05M	Sell	20,977 -2,471	-11%	-$212K	0.38%	64
2024 Q2	$1.83M	Buy	+23,448	New	+$1.91M	0.38%	71
2024 Q1	–	Sell	-2,762	Closed	-$265K	–	281
2023 Q4	$265K	Buy	+2,762	New	+$269K	0.06%	175
2022 Q1	–	Sell	-1,817	Closed	-$213K	–	161
2021 Q4	$213K	Sell	1,817 -113	-6%	-$12.7K	0.09%	151
2021 Q3	$213K	Sell	1,930 -75	-4%	-$8.78K	0.07%	153
2021 Q2	$237K	Sell	2,005 -22	-1%	-$2.49K	0.08%	153
2021 Q1	$224K	Buy	+2,027	New	+$213K	0.07%	159

Other funds holding SBUX

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gries Financial's SBUX Position: Q3 2025 in Review

Gries Financial increased its Starbucks (SBUX) stake by 22% in Q3 2025, buying an estimated $323K and bringing the position to 20,217 shares worth $1.71M. The position accounts for 0.27% of the portfolio, ranked #81.

Gries Financial first reported a position in SBUX in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.05M in Q3 2024. 2,265 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Gries Financial held 20,217 shares of Starbucks worth $1.71M as of Q3 2025.
Gries Financial bought 3,610 Starbucks shares in Q3 2025, an estimated $323K.
Starbucks made up 0.27% of Gries Financial's portfolio in Q3 2025, its #81 holding.
Gries Financial first reported a position in Starbucks in Q1 2021 and has held it in 11 quarters since.
Gries Financial's Starbucks position peaked at $2.05M in Q3 2024.
2,265 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.