Intelligent Financial Strategies’s Starbucks SBUX Stock Holding History

Intelligent Financial Strategies’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	–	Sell	-254	Closed	-$23.3K	–	85
2025 Q2	$23.3K	Hold	254	–	–	0.01%	73
2025 Q1	$24.9K	Hold	254	–	–	0.01%	70
2024 Q4	$23.2K	Hold	254	–	–	0.01%	70
2024 Q3	$24.8K	Sell	254 -4	-2%	-$343	0.01%	75
2024 Q2	$20.1K	Sell	258 -2	-0.8%	-$163	0.01%	75
2024 Q1	$23.8K	Hold	260	–	–	0.01%	79
2023 Q4	$25K	Sell	260 -200	-43%	-$19.5K	0.02%	69
2023 Q3	$42K	Hold	460	–	–	0.03%	63
2023 Q2	$45.6K	Hold	460	–	–	0.03%	64
2023 Q1	$47.9K	Hold	460	–	–	0.04%	63
2022 Q4	$45.6K	Hold	460	–	–	0.04%	68
2022 Q3	$39K	Hold	460	–	–	0.04%	65
2022 Q2	$35K	Sell	460 -3,337	-88%	-$256K	0.04%	70
2022 Q1	$345K	Sell	3,797 -312	-8%	-$29.4K	0.34%	38
2021 Q4	$481K	Buy	+4,109	New	+$463K	0.43%	38

Other funds holding SBUX

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Intelligent Financial Strategies's SBUX Position: Q3 2025 in Review

Intelligent Financial Strategies sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 254 shares — an estimated $23.3K sold.

Intelligent Financial Strategies first reported a position in SBUX in Q4 2021 and held it in 15 quarters. The position peaked at $481K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Intelligent Financial Strategies reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Intelligent Financial Strategies sold 254 Starbucks shares in Q3 2025, an estimated $23.3K.
Intelligent Financial Strategies first reported a position in Starbucks in Q4 2021 and held it in 15 quarters.
Intelligent Financial Strategies's Starbucks position peaked at $481K in Q4 2021.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Intelligent Financial Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.