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Lion Street Advisors’s Starbucks SBUX Stock Holding History

Lion Street 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
Q3 		$212K Buy
+2,002
New +$179K 0.07% 212
2023
Q3 		– Sell
-2,157
Closed -$229K – 298
2023
Q2 		$229K Buy
+2,157
New +$224K 0.08% 216
2020
Q2 		– Sell
-370
Closed -$24K – 334
2020
Q1 		$24K Buy
+370
New +$29.9K 0.13% 86

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

Lion Street Advisors's SBUX Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Starbucks (SBUX) in Q3 2025: 2,002 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #212 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in SBUX as recently as Q2 2023.

Lion Street Advisors first reported a position in SBUX in Q1 2020 and has held it in 3 quarters since. The position peaked at $229K in Q2 2023. 2,265 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Lion Street Advisors held 2,002 shares of Starbucks worth $212K as of Q3 2025.
  • Starbucks was a new Lion Street Advisors position in Q3 2025.
  • Starbucks made up 0.07% of Lion Street Advisors's portfolio in Q3 2025, its #212 holding.
  • Lion Street Advisors first reported a position in Starbucks in Q1 2020 and has held it in 3 quarters since.
  • Lion Street Advisors's Starbucks position peaked at $229K in Q2 2023.
  • 2,265 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.