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Jacobson & Schmitt Advisors’s Starbucks SBUX Stock Holding History

Jacobson & Schmitt Advisors’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
Q4 		– Sell
-2,915
Closed -$247K – 81
2025
Q3 		$247K Buy
+2,915
New +$261K 0.04% 81

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jacobson & Schmitt Advisors's SBUX Position: Q4 2025 in Review

Jacobson & Schmitt Advisors sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 2,915 shares — an estimated $247K sold.

Jacobson & Schmitt Advisors first reported a position in SBUX in Q3 2025 and held it in 1 quarter. The position peaked at $247K in Q3 2025. 2,314 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Jacobson & Schmitt Advisors reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 2,915 Starbucks shares in Q4 2025, an estimated $247K.
  • Jacobson & Schmitt Advisors first reported a position in Starbucks in Q3 2025 and held it in 1 quarter.
  • Jacobson & Schmitt Advisors's Starbucks position peaked at $247K in Q3 2025.
  • 2,314 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.