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MGB Wealth Management’s Starbucks SBUX Stock Holding History

MGB 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
Q4 		$253K Hold
3,000
– – 0.07% 189
2025
Q3 		$254K Hold
3,000
– – 0.07% 194
2025
Q2 		$275K Buy
+3,000
New +$260K 0.09% 181

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 $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MGB Wealth Management's SBUX Position: Q4 2025 in Review

MGB Wealth Management held its Starbucks (SBUX) position steady in Q4 2025 at 3,000 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #189.

MGB Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 3 quarters since. The position peaked at $275K in Q2 2025. 2,314 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • MGB Wealth Management held 3,000 shares of Starbucks worth $253K as of Q4 2025.
  • MGB Wealth Management left its Starbucks share count unchanged in Q4 2025.
  • Starbucks made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #189 holding.
  • MGB Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's Starbucks position peaked at $275K in Q2 2025.
  • 2,314 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.