Marshall & Sullivan’s Starbucks SBUX Stock Holding History

Marshall & Sullivan’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	$250K	Sell	2,959 -55	-2%	-$4.92K	0.12%	43
2025 Q2	$276K	Sell	3,014 -6,782	-69%	-$588K	0.13%	41
2025 Q1	$961K	Sell	9,796 -400	-4%	-$41.4K	0.49%	34
2024 Q4	$930K	Sell	10,196 -133	-1%	-$12.9K	0.45%	33
2024 Q3	$1.01M	Sell	10,329 -298	-3%	-$25.6K	0.48%	34
2024 Q2	$827K	Hold	10,627	–	–	0.41%	34
2024 Q1	$971K	Hold	10,627	–	–	0.48%	34
2023 Q4	$1.02M	Sell	10,627 -200	-2%	-$19.5K	0.54%	33
2023 Q3	$988K	Sell	10,827 -42	-0.4%	-$4.12K	0.58%	32
2023 Q2	$1.08M	Hold	10,869	–	–	0.6%	32
2023 Q1	$1.13M	Sell	10,869 -540	-5%	-$56.2K	0.69%	32
2022 Q4	$1.13M	Buy	11,409 +666	+6%	+$62.9K	0.71%	32
2022 Q3	$905K	Sell	10,743 -793	-7%	-$67.4K	0.63%	31
2022 Q2	$880K	Buy	11,536 +668	+6%	+$51.3K	0.54%	33
2022 Q1	$989K	Buy	10,868 +1,252	+13%	+$118K	0.55%	31
2021 Q4	$1.13M	Hold	9,616	–	–	0.54%	33
2021 Q3	$1.06M	Buy	9,616 +1	+0%	+$117	0.55%	34
2021 Q2	$1.07M	Buy	9,615 +43	+0.4%	+$4.86K	0.6%	32
2021 Q1	$1.05M	Buy	9,572 +8,477	+774%	+$890K	0.63%	31
2020 Q4	$10.2K	Sell	1,095 -9,137	-89%	-$872K	1.01%	25
2020 Q3	$879K	Sell	10,232 -80	-0.8%	-$6.38K	0.59%	32
2020 Q2	$759K	Buy	10,312 +596	+6%	+$44.8K	0.56%	32
2020 Q1	$639K	Sell	9,716 -2,356	-20%	-$191K	0.57%	32
2019 Q4	$1.06M	Hold	12,072	–	–	0.73%	31
2019 Q3	$1.07M	Hold	12,072	–	–	0.78%	30
2019 Q2	$1.01M	Sell	12,072 -818	-6%	-$64.1K	0.71%	32
2019 Q1	$958K	Sell	12,890 -744	-5%	-$51.1K	0.7%	33
2018 Q4	$878K	Hold	13,634	–	–	0.76%	34
2018 Q3	$775K	Hold	13,634	–	–	0.56%	36
2018 Q2	$666K	Sell	13,634 -88	-0.6%	-$4.99K	0.62%	34
2018 Q1	$794K	Sell	13,722 -1,712	-11%	-$99K	0.64%	34
2017 Q4	$886K	Hold	15,434	–	–	0.71%	34
2017 Q3	$846K	Hold	15,434	–	–	0.78%	34
2017 Q2	$900K	Hold	15,434	–	–	0.78%	35
2017 Q1	$931K	Hold	15,434	–	–	0.81%	34
2016 Q4	$856K	Sell	15,434 -404	-3%	-$22.4K	1.04%	32
2016 Q3	$857K	Hold	15,838	–	–	1.1%	32
2016 Q2	$904K	Sell	15,838 -2,000	-11%	-$114K	1.16%	30
2016 Q1	$1.06M	Sell	17,838 -34	-0.2%	-$1.98K	1.35%	31
2015 Q4	$1.07M	Buy	17,872 +34	+0.2%	+$2.07K	1.42%	30
2015 Q3	$1.1M	Buy	17,838 +1,900	+12%	+$106K	1.44%	30
2015 Q2	$855K	Buy	15,938 +2	+0%	+$101	1.15%	30
2015 Q1	$754K	Hold	15,936	–	–	0.97%	31
2014 Q4	$653K	Sell	15,936 -38	-0.2%	-$1.48K	0.81%	33
2014 Q3	$602K	Buy	15,974 +2,700	+20%	+$104K	0.85%	31
2014 Q2	$513K	Buy	13,274 +3,674	+38%	+$133K	0.86%	31
2014 Q1	$352K	Hold	9,600	–	–	0.63%	32
2013 Q4	$376K	Hold	9,600	–	–	0.69%	32
2013 Q3	$369K	Hold	9,600	–	–	0.69%	35
2013 Q2	$314K	Buy	+9,600	New	+$298K	0.64%	36

Other funds holding SBUX

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall & Sullivan's SBUX Position: Q3 2025 in Review

Marshall & Sullivan reduced its Starbucks (SBUX) stake by 1.8% in Q3 2025, selling an estimated $4.92K and leaving 2,959 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #43.

Marshall & Sullivan first reported a position in SBUX in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.13M in Q1 2023. 2,262 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Marshall & Sullivan held 2,959 shares of Starbucks worth $250K as of Q3 2025.
Marshall & Sullivan sold 55 Starbucks shares in Q3 2025, an estimated $4.92K.
Starbucks made up 0.12% of Marshall & Sullivan's portfolio in Q3 2025, its #43 holding.
Marshall & Sullivan first reported a position in Starbucks in Q2 2013 and has held it in 50 quarters since.
Marshall & Sullivan's Starbucks position peaked at $1.13M in Q1 2023.
2,262 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.