Menard Financial Group’s Starbucks SBUX Stock Holding History

Menard Financial Group’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	-5,214	Closed	-$432K	–	103
2025 Q1	$432K	Buy	5,214 +4,263	+448%	+$441K	0.28%	64
2024 Q4	$86.8K	Buy	+951	New	+$92K	0.05%	161
2022 Q2	–	Sell	-5,228	Closed	-$476K	–	119
2022 Q1	$476K	Buy	5,228 +332	+7%	+$31.3K	0.47%	67
2021 Q4	$573K	Sell	4,896 -884	-15%	-$99.7K	0.47%	55
2021 Q3	$638K	Sell	5,780 -1,195	-17%	-$140K	0.56%	43
2021 Q2	$780K	Buy	6,975 +581	+9%	+$65.7K	0.74%	33
2021 Q1	$699K	Buy	6,394 +294	+5%	+$30.9K	0.75%	31
2020 Q4	$653K	Buy	6,100 +176	+3%	+$16.8K	0.7%	37
2020 Q3	$509K	Buy	5,924 +385	+7%	+$30.7K	0.59%	43
2020 Q2	$408K	Buy	+5,539	New	+$416K	0.51%	43

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Menard Financial Group's SBUX Position: Q2 2025 in Review

Menard Financial Group sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 5,214 shares — an estimated $432K sold.

Menard Financial Group first reported a position in SBUX in Q2 2020 and held it in 10 quarters. The position peaked at $780K in Q2 2021. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Menard Financial Group reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
Menard Financial Group sold 5,214 Starbucks shares in Q2 2025, an estimated $432K.
Menard Financial Group first reported a position in Starbucks in Q2 2020 and held it in 10 quarters.
Menard Financial Group's Starbucks position peaked at $780K in Q2 2021.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Menard Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.