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Marshall & Sterling Wealth Advisors’s Starbucks SBUX Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-364
Closed -$30.8K – 570
2025
Q3 		$30.8K Sell
364
-16
-4% -$1.43K 0.02% 223
2025
Q2 		$34.8K Hold
380
– – 0.02% 205
2025
Q1 		$37.3K Buy
+380
New +$39.3K 0.03% 193

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SBUX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 364 shares — an estimated $30.8K sold.

Marshall & Sterling Wealth Advisors first reported a position in SBUX in Q1 2025 and held it in 3 quarters. The position peaked at $37.3K in Q1 2025. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 364 Starbucks shares in Q4 2025, an estimated $30.8K.
  • Marshall & Sterling Wealth Advisors first reported a position in Starbucks in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Starbucks position peaked at $37.3K in Q1 2025.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.