JF
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JSF Financial’s Starbucks SBUX Stock Holding History

JSF 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
Q2 		– Sell
-2,144
Closed -$210K – 135
2025
Q1 		$210K Sell
2,144
-184
-8% -$19K 0.06% 115
2024
Q4 		$212K Buy
+2,328
New +$225K 0.06% 117
2023
Q3 		– Sell
-2,024
Closed -$200K – 113
2023
Q2 		$200K Sell
2,024
-20
-1% -$2.08K 0.07% 103
2023
Q1 		$213K Sell
2,044
-121
-6% -$12.6K 0.08% 109
2022
Q4 		$215K Buy
+2,165
New +$204K 0.08% 105
2022
Q1 		– Sell
-2,129
Closed -$249K – 139
2021
Q4 		$249K Sell
2,129
-1,417
-40% -$160K 0.12% 91
2021
Q3 		$391K Buy
3,546
+1,372
+63% +$161K 0.19% 56
2021
Q2 		$243K Buy
2,174
+94
+5% +$10.6K 0.14% 87
2021
Q1 		$227K Sell
2,080
-101
-5% -$10.6K 0.14% 85
2020
Q4 		$233K Buy
+2,181
New +$208K 0.16% 75

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

JSF Financial's SBUX Position: Q2 2025 in Review

JSF Financial sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 2,144 shares — an estimated $210K sold.

JSF Financial first reported a position in SBUX in Q4 2020 and held it in 10 quarters. The position peaked at $391K in Q3 2021. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • JSF Financial reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • JSF Financial sold 2,144 Starbucks shares in Q2 2025, an estimated $210K.
  • JSF Financial first reported a position in Starbucks in Q4 2020 and held it in 10 quarters.
  • JSF Financial's Starbucks position peaked at $391K in Q3 2021.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on JSF Financial's 13F filing for Q2 2025, filed 22 Jul 2025.