Litman Gregory Wealth Management’s Starbucks SBUX Stock Holding History

Litman Gregory 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 Q4	$153K	Buy	+1,822	New	+$154K	0.01%	159
2024 Q2	–	Sell	-2,667	Closed	-$244K	–	138
2024 Q1	$244K	Buy	+2,667	New	+$248K	0.02%	118
2021 Q2	–	Sell	-200	Closed	-$22K	–	165
2021 Q1	$22K	Hold	200	–	–	﹤0.01%	127
2020 Q4	$21K	Buy	+200	New	+$19.1K	﹤0.01%	129
2019 Q1	–	Sell	-140	Closed	-$9K	–	146
2018 Q4	$9K	Buy	+140	New	+$8.76K	﹤0.01%	117

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Litman Gregory Wealth Management's SBUX Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Starbucks (SBUX) in Q4 2025: 1,822 shares worth $153K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in SBUX as recently as Q1 2024.

Litman Gregory Wealth Management first reported a position in SBUX in Q4 2018 and has held it in 5 quarters since. The position peaked at $244K in Q1 2024. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

Litman Gregory Wealth Management held 1,822 shares of Starbucks worth $153K as of Q4 2025.
Starbucks was a new Litman Gregory Wealth Management position in Q4 2025.
Starbucks made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #159 holding.
Litman Gregory Wealth Management first reported a position in Starbucks in Q4 2018 and has held it in 5 quarters since.
Litman Gregory Wealth Management's Starbucks position peaked at $244K in Q1 2024.
2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.