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Marietta Investment Partners’s Starbucks SBUX Stock Holding History

Marietta Investment Partners’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
-9,822
Closed -$963K – 164
2025
Q1 		$963K Hold
9,822
– – 0.23% 82
2024
Q4 		$896K Sell
9,822
-3,130
-24% -$303K 0.2% 87
2024
Q3 		$1.26M Hold
12,952
– – 0.27% 78
2024
Q2 		$1.01M Hold
12,952
– – 0.22% 82
2024
Q1 		$1.18M Hold
12,952
– – 0.26% 77
2023
Q4 		$1.24M Sell
12,952
-4,443
-26% -$432K 0.31% 68
2023
Q3 		$1.59M Buy
17,395
+33
+0.2% +$3.24K 0.44% 56
2023
Q2 		$1.72M Buy
17,362
+3,574
+26% +$371K 0.45% 55
2023
Q1 		$1.44M Buy
13,788
+2,593
+23% +$270K 0.4% 50
2022
Q4 		$1.11M Buy
11,195
+917
+9% +$86.5K 0.31% 66
2022
Q3 		$944K Hold
10,278
– – 0.28% 71
2022
Q2 		$785K Hold
10,278
– – 0.23% 88
2022
Q1 		$935K Sell
10,278
-366
-3% -$34.5K 0.21% 90
2021
Q4 		$1.25M Hold
10,644
– – 0.26% 80
2021
Q3 		$1.17M Hold
10,644
– – 0.27% 83
2021
Q2 		$1.19M Hold
10,644
– – 0.27% 82
2021
Q1 		$1.16M Buy
10,644
+366
+4% +$38.4K 0.29% 76
2020
Q4 		$1.1M Hold
10,278
– – 0.28% 72
2020
Q3 		$883K Sell
10,278
-770
-7% -$61.4K 0.27% 72
2020
Q2 		$813K Sell
11,048
-50
-0.5% -$3.76K 0.27% 65
2020
Q1 		$730K Sell
11,098
-50
-0.4% -$4.04K 0.31% 65
2019
Q4 		$980K Sell
11,148
-250
-2% -$21.3K 0.32% 66
2019
Q3 		$1.01M Sell
11,398
-100
-0.9% -$9.27K 0.35% 63
2019
Q2 		$964K Hold
11,498
– – 0.32% 71
2019
Q1 		$855K Hold
11,498
– – 0.27% 76
2018
Q4 		$740K Sell
11,498
-4,400
-28% -$275K 0.28% 72
2018
Q3 		$904K Hold
15,898
– – 0.27% 71
2018
Q2 		$777K Sell
15,898
-430
-3% -$24.4K 0.24% 81
2018
Q1 		$945K Hold
16,328
– – 0.28% 73
2017
Q4 		$938K Hold
16,328
– – 0.27% 78
2017
Q3 		$877K Hold
16,328
– – 0.26% 74
2017
Q2 		$952K Hold
16,328
– – 0.31% 68
2017
Q1 		$953K Sell
16,328
-9,441
-37% -$534K 0.32% 71
2016
Q4 		$1.43M Sell
25,769
-3,641
-12% -$202K 0.5% 54
2016
Q3 		$1.59M Sell
29,410
-74,297
-72% -$4.15M 0.52% 48
2016
Q2 		$5.92M Sell
103,707
-4,575
-4% -$260K 2.12% 16
2016
Q1 		$6.46M Buy
108,282
+3,541
+3% +$206K 2.67% 9
2015
Q4 		$6.29M Buy
104,741
+15,986
+18% +$974K 2.54% 10
2015
Q3 		$5.53M Buy
88,755
+76,589
+630% +$4.29M 2.15% 17
2015
Q2 		$652K Hold
12,166
– – 0.25% 78
2015
Q1 		$576K Buy
12,166
+50
+0.4% +$2.25K 0.23% 77
2014
Q4 		$497K Sell
12,116
-1,186
-9% -$46.3K 0.2% 84
2014
Q3 		$502K Sell
13,302
-2,588
-16% -$100K 0.22% 68
2014
Q2 		$615K Sell
15,890
-4,340
-21% -$158K 0.25% 64
2014
Q1 		$742K Sell
20,230
-2,968
-13% -$110K 0.29% 70
2013
Q4 		$909K Buy
23,198
+1,784
+8% +$70.6K 0.33% 65
2013
Q3 		$824K Buy
21,414
+2,536
+13% +$91.1K 0.33% 71
2013
Q2 		$618K Buy
+18,878
New +$587K 0.27% 77

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

Marietta Investment Partners's SBUX Position: Q2 2025 in Review

Marietta Investment Partners sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 9,822 shares — an estimated $963K sold.

Marietta Investment Partners first reported a position in SBUX in Q2 2013 and held it in 48 quarters. The position peaked at $6.46M in Q1 2016. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Marietta Investment Partners reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Marietta Investment Partners sold 9,822 Starbucks shares in Q2 2025, an estimated $963K.
  • Marietta Investment Partners first reported a position in Starbucks in Q2 2013 and held it in 48 quarters.
  • Marietta Investment Partners's Starbucks position peaked at $6.46M in Q1 2016.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Marietta Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.