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Klein Pavlis & Peasley Financial’s Starbucks SBUX Stock Holding History

Klein Pavlis & Peasley 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
-11,322
Closed -$1.04M – 96
2025
Q2 		$1.04M Sell
11,322
-25,523
-69% -$2.21M 0.69% 45
2025
Q1 		$3.62M Buy
36,845
+1,239
+3% +$128K 2.61% 12
2024
Q4 		$3.25M Buy
35,606
+6,056
+20% +$586K 2.63% 11
2024
Q3 		$2.88M Buy
29,550
+1,372
+5% +$118K 2.31% 14
2024
Q2 		$2.19M Buy
+28,178
New +$2.29M 1.95% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Klein Pavlis & Peasley Financial's SBUX Position: Q3 2025 in Review

Klein Pavlis & Peasley Financial sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 11,322 shares — an estimated $1.04M sold.

Klein Pavlis & Peasley Financial first reported a position in SBUX in Q2 2024 and held it in 5 quarters. The position peaked at $3.62M in Q1 2025. 2,262 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Klein Pavlis & Peasley Financial reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 11,322 Starbucks shares in Q3 2025, an estimated $1.04M.
  • Klein Pavlis & Peasley Financial first reported a position in Starbucks in Q2 2024 and held it in 5 quarters.
  • Klein Pavlis & Peasley Financial's Starbucks position peaked at $3.62M in Q1 2025.
  • 2,262 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q3 2025, filed 28 Oct 2025.