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Iron Horse Wealth Management’s Starbucks SBUX Stock Holding History

Iron Horse 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
Q2 		$250K Buy
2,728
+74
+3% +$6.41K 0.07% 49
2025
Q1 		$260K Buy
2,654
+32
+1% +$3.31K 0.08% 42
2024
Q4 		$239K Buy
2,622
+4
+0.2% +$387 0.08% 46
2024
Q3 		$255K Sell
2,618
-262
-9% -$22.5K 0.09% 39
2024
Q2 		$224K Buy
2,880
+888
+45% +$72.3K 0.09% 41
2024
Q1 		$182K Sell
1,992
-100
-5% -$9.3K 0.07% 43
2023
Q4 		$201K Buy
2,092
+395
+23% +$38.4K 0.09% 38
2023
Q3 		$155K Buy
1,697
+19
+1% +$1.86K 0.08% 40
2023
Q2 		$166K Hold
1,678
– – 0.08% 38
2023
Q1 		$175K Sell
1,678
-210
-11% -$21.9K 0.09% 37
2022
Q4 		$187K Buy
1,888
+1,230
+187% +$116K 0.1% 39
2022
Q3 		$55K Sell
658
-1,230
-65% -$104K 0.08% 42
2022
Q2 		$144K Sell
1,888
-155
-8% -$11.9K 0.08% 40
2022
Q1 		$186K Buy
2,043
+215
+12% +$20.3K 0.1% 37
2021
Q4 		$214K Hold
1,828
– – 0.12% 34
2021
Q3 		$202K Buy
1,828
+8
+0.4% +$937 0.13% 33
2021
Q2 		$203K Sell
1,820
-24
-1% -$2.71K 0.13% 37
2021
Q1 		$201K Hold
1,844
– – 0.15% 36
2020
Q4 		$197K Buy
+1,844
New +$176K 0.16% 32

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

Iron Horse Wealth Management's SBUX Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Starbucks (SBUX) stake by 2.8% in Q2 2025, buying an estimated $6.41K and bringing the position to 2,728 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #49.

Iron Horse Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 19 quarters since. The position peaked at $260K in Q1 2025. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Iron Horse Wealth Management held 2,728 shares of Starbucks worth $250K as of Q2 2025.
  • Iron Horse Wealth Management bought 74 Starbucks shares in Q2 2025, an estimated $6.41K.
  • Starbucks made up 0.07% of Iron Horse Wealth Management's portfolio in Q2 2025, its #49 holding.
  • Iron Horse Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's Starbucks position peaked at $260K in Q1 2025.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.