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Masso Torrence Wealth Management’s Starbucks SBUX Stock Holding History

Masso Torrence 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
Q3 		$272K Buy
3,213
+412
+15% +$36.9K 0.11% 88
2025
Q2 		$257K Buy
2,801
+24
+0.9% +$2.08K 0.12% 89
2025
Q1 		$272K Buy
2,777
+69
+3% +$7.13K 0.15% 82
2024
Q4 		$247K Buy
2,708
+84
+3% +$8.13K 0.13% 84
2024
Q3 		$256K Buy
2,624
+32
+1% +$2.75K 0.14% 81
2024
Q2 		$202K Buy
2,592
+185
+8% +$15.1K 0.11% 85
2024
Q1 		$220K Buy
2,407
+187
+8% +$17.4K 0.13% 86
2023
Q4 		$213K Buy
+2,220
New +$216K 0.15% 85
2022
Q1 		– Sell
-6,410
Closed -$750K – 302
2021
Q4 		$750K Buy
+6,410
New +$723K 0.52% 42

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Masso Torrence Wealth Management's SBUX Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Starbucks (SBUX) stake by 15% in Q3 2025, buying an estimated $36.9K and bringing the position to 3,213 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #88.

Masso Torrence Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 9 quarters since. The position peaked at $750K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Masso Torrence Wealth Management held 3,213 shares of Starbucks worth $272K as of Q3 2025.
  • Masso Torrence Wealth Management bought 412 Starbucks shares in Q3 2025, an estimated $36.9K.
  • Starbucks made up 0.11% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #88 holding.
  • Masso Torrence Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 9 quarters since.
  • Masso Torrence Wealth Management's Starbucks position peaked at $750K in Q4 2021.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.