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Guardian Wealth Management (Illinois)’s Starbucks SBUX Stock Holding History

Guardian Wealth Management (Illinois)’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
-226
Closed -$22.2K – 167
2025
Q1 		$22.2K Buy
226
+1
+0.4% +$103 0.01% 133
2024
Q4 		$20.5K Sell
225
-2
-0.9% -$193 0.01% 143
2024
Q3 		$22.1K Buy
227
+164
+260% +$14.1K 0.02% 137
2024
Q2 		$4.92K Hold
63
– – ﹤0.01% 189
2024
Q1 		$5.73K Buy
63
+1
+2% +$93 ﹤0.01% 184
2023
Q4 		$5.99K Sell
62
-201
-76% -$19.6K 0.01% 188
2023
Q3 		$24K Buy
263
+2
+0.8% +$196 0.02% 130
2023
Q2 		$25.9K Buy
261
+1
+0.4% +$104 0.02% 129
2023
Q1 		$27.1K Buy
260
+1
+0.4% +$104 0.03% 128
2022
Q4 		$25.7K Buy
259
+42
+19% +$3.96K 0.03% 135
2022
Q3 		$18K Buy
217
+1
+0.5% +$85 0.02% 138
2022
Q2 		$16K Buy
216
+1
+0.5% +$77 0.02% 146
2022
Q1 		$20K Buy
215
+2
+0.9% +$189 0.02% 151
2021
Q4 		$25K Buy
+213
New +$24K 0.02% 141

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SBUX Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 226 shares — an estimated $22.2K sold.

Guardian Wealth Management (Illinois) first reported a position in SBUX in Q4 2021 and held it in 14 quarters. The position peaked at $27.1K in Q1 2023. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 226 Starbucks shares in Q2 2025, an estimated $22.2K.
  • Guardian Wealth Management (Illinois) first reported a position in Starbucks in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Starbucks position peaked at $27.1K in Q1 2023.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.