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Howard Financial Services’s Starbucks SBUX Stock Holding History

Howard Financial Services’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
-2,691
Closed -$264K – 195
2025
Q1 		$264K Buy
2,691
+38
+1% +$3.93K 0.04% 149
2024
Q4 		$242K Buy
+2,653
New +$257K 0.03% 166

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

Howard Financial Services's SBUX Position: Q2 2025 in Review

Howard Financial Services sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 2,691 shares — an estimated $264K sold.

Howard Financial Services first reported a position in SBUX in Q4 2024 and held it in 2 quarters. The position peaked at $264K in Q1 2025. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Howard Financial Services reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Howard Financial Services sold 2,691 Starbucks shares in Q2 2025, an estimated $264K.
  • Howard Financial Services first reported a position in Starbucks in Q4 2024 and held it in 2 quarters.
  • Howard Financial Services's Starbucks position peaked at $264K in Q1 2025.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Howard Financial Services's 13F filing for Q2 2025, filed 2 Jul 2025.