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Hemington Wealth Management’s Starbucks SBUX Stock Holding History

Hemington Wealth Management’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 		$92K Buy
1,093
+52
+5% +$4.66K 0.01% 255
2025
Q2 		$95K Buy
1,041
+17
+2% +$1.47K 0.01% 230
2025
Q1 		$100K Buy
1,024
+96
+10% +$9.92K 0.02% 207
2024
Q4 		$84K Buy
928
+78
+9% +$7.55K 0.02% 219
2024
Q3 		$83K Buy
+850
New +$72.9K 0.02% 211

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

Hemington Wealth Management's SBUX Position: Q3 2025 in Review

Hemington Wealth Management increased its Starbucks (SBUX) stake by 5% in Q3 2025, buying an estimated $4.66K and bringing the position to 1,093 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #255.

Hemington Wealth Management first reported a position in SBUX in Q3 2024 and has held it in 5 quarters since. The position peaked at $100K in Q1 2025. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Hemington Wealth Management held 1,093 shares of Starbucks worth $92K as of Q3 2025.
  • Hemington Wealth Management bought 52 Starbucks shares in Q3 2025, an estimated $4.66K.
  • Starbucks made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #255 holding.
  • Hemington Wealth Management first reported a position in Starbucks in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Starbucks position peaked at $100K in Q1 2025.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.