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Milestone Asset Management’s Starbucks SBUX Stock Holding History

Milestone Asset 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
Q2 		– Sell
-4,139
Closed -$406K – 237
2025
Q1 		$406K Buy
4,139
+101
+3% +$10.4K 0.09% 159
2024
Q4 		$369K Sell
4,038
-391
-9% -$37.8K 0.08% 188
2024
Q3 		$432K Buy
4,429
+816
+23% +$70K 0.1% 148
2024
Q2 		$281K Buy
3,613
+865
+31% +$70.4K 0.07% 166
2024
Q1 		$251K Buy
+2,748
New +$256K 0.07% 152

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Milestone Asset Management's SBUX Position: Q2 2025 in Review

Milestone Asset Management sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 4,139 shares — an estimated $406K sold.

Milestone Asset Management first reported a position in SBUX in Q1 2024 and held it in 5 quarters. The position peaked at $432K in Q3 2024. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Milestone Asset Management reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 4,139 Starbucks shares in Q2 2025, an estimated $406K.
  • Milestone Asset Management first reported a position in Starbucks in Q1 2024 and held it in 5 quarters.
  • Milestone Asset Management's Starbucks position peaked at $432K in Q3 2024.
  • 2,338 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.