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Investment Advisory Group’s Starbucks SBUX Stock Holding History

Investment Advisory Group’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
-2,501
Closed -$245K – 179
2025
Q1 		$245K Buy
2,501
+60
+2% +$6.2K 0.08% 143
2024
Q4 		$223K Buy
2,441
+45
+2% +$4.35K 0.07% 154
2024
Q3 		$234K Sell
2,396
-189
-7% -$16.2K 0.08% 150
2024
Q2 		$201K Sell
2,585
-4
-0.2% -$326 0.08% 163
2024
Q1 		$237K Sell
2,589
-198
-7% -$18.4K 0.1% 139
2023
Q4 		$268K Sell
2,787
-9
-0.3% -$876 0.12% 118
2023
Q3 		$255K Buy
2,796
+24
+0.9% +$2.36K 0.13% 110
2023
Q2 		$275K Sell
2,772
-83
-3% -$8.62K 0.14% 108
2023
Q1 		$297K Buy
2,855
+146
+5% +$15.2K 0.17% 102
2022
Q4 		$269K Buy
2,709
+5
+0.2% +$472 0.16% 106
2022
Q3 		$228K Buy
2,704
+5
+0.2% +$425 0.16% 113
2022
Q2 		$206K Sell
2,699
-54
-2% -$4.15K 0.14% 117
2022
Q1 		$251K Buy
+2,753
New +$260K 0.15% 109

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

Investment Advisory Group's SBUX Position: Q2 2025 in Review

Investment Advisory Group sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 2,501 shares — an estimated $245K sold.

Investment Advisory Group first reported a position in SBUX in Q1 2022 and held it in 13 quarters. The position peaked at $297K in Q1 2023. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Investment Advisory Group reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Investment Advisory Group sold 2,501 Starbucks shares in Q2 2025, an estimated $245K.
  • Investment Advisory Group first reported a position in Starbucks in Q1 2022 and held it in 13 quarters.
  • Investment Advisory Group's Starbucks position peaked at $297K in Q1 2023.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Investment Advisory Group's 13F filing for Q2 2025, filed 25 Jul 2025.