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Livelsberger Financial Advisory’s Starbucks SBUX Stock Holding History

Livelsberger Financial Advisory’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
-100
Closed -$9.16K – 70
2025
Q2 		$9.16K Buy
+100
New +$8.67K 0.18% 50
2024
Q4 		– Sell
-100
Closed -$9.75K – 65
2024
Q3 		$9.75K Buy
+100
New +$8.58K 0.2% 47
2024
Q1 		– Sell
-100
Closed -$9.6K – 167
2023
Q4 		$9.6K Buy
+100
New +$9.73K 0.01% 297

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

Livelsberger Financial Advisory's SBUX Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 100 shares — an estimated $9.16K sold.

Livelsberger Financial Advisory first reported a position in SBUX in Q4 2023 and held it in 3 quarters. The position peaked at $9.75K in Q3 2024. 2,264 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 100 Starbucks shares in Q3 2025, an estimated $9.16K.
  • Livelsberger Financial Advisory first reported a position in Starbucks in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Starbucks position peaked at $9.75K in Q3 2024.
  • 2,264 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.