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IRON Financial’s Starbucks SBUX Stock Holding History

IRON Financial’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
-3,222
Closed -$295K – 162
2025
Q2 		$295K Buy
3,222
+265
+9% +$23K 0.15% 90
2025
Q1 		$290K Sell
2,957
-6,200
-68% -$641K 0.16% 78
2024
Q4 		$836K Buy
9,157
+968
+12% +$93.6K 0.47% 40
2024
Q3 		$798K Buy
8,189
+182
+2% +$15.6K 0.43% 44
2024
Q2 		$623K Buy
8,007
+157
+2% +$12.8K 0.35% 53
2024
Q1 		$717K Buy
+7,850
New +$730K 0.4% 49
2022
Q1 		– Sell
-1,720
Closed -$201K – 126
2021
Q4 		$201K Buy
+1,720
New +$194K 0.09% 110
2021
Q2 		– Sell
-2,822
Closed -$308K – 110
2021
Q1 		$308K Sell
2,822
-565
-17% -$59.3K 0.16% 72
2020
Q4 		$362K Sell
3,387
-1,051
-24% -$100K 0.18% 61
2020
Q3 		$381K Buy
4,438
+1,441
+48% +$115K 0.21% 55
2020
Q2 		$221K Sell
2,997
-796
-21% -$59.8K 0.11% 98
2020
Q1 		$249K Buy
3,793
+404
+12% +$32.7K 0.16% 83
2019
Q4 		$298K Buy
3,389
+540
+19% +$46K 0.14% 88
2019
Q3 		$252K Buy
+2,849
New +$264K 0.19% 79

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IRON Financial's SBUX Position: Q3 2025 in Review

IRON Financial sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 3,222 shares — an estimated $295K sold.

IRON Financial first reported a position in SBUX in Q3 2019 and held it in 14 quarters. The position peaked at $836K in Q4 2024. 2,265 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • IRON Financial reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • IRON Financial sold 3,222 Starbucks shares in Q3 2025, an estimated $295K.
  • IRON Financial first reported a position in Starbucks in Q3 2019 and held it in 14 quarters.
  • IRON Financial's Starbucks position peaked at $836K in Q4 2024.
  • 2,265 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on IRON Financial's 13F filing for Q3 2025, filed 24 Oct 2025.