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MorganRosel Wealth Management’s Starbucks SBUX Stock Holding History

MorganRosel 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 		– Sell
-1,110
Closed -$102K – 305
2025
Q2 		$102K Buy
1,110
+500
+82% +$43.3K 0.03% 143
2025
Q1 		$59.8K Buy
+610
New +$63.1K 0.02% 157
2020
Q3 		– Sell
-6,874
Closed -$506K – 80
2020
Q2 		$506K Sell
6,874
-22
-0.3% -$1.65K 0.47% 47
2020
Q1 		$453K Sell
6,896
-284
-4% -$23K 0.52% 46
2019
Q4 		$631K Sell
7,180
-127
-2% -$10.8K 0.48% 46
2019
Q3 		$646K Buy
+7,307
New +$677K 0.53% 46

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

MorganRosel Wealth Management's SBUX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 1,110 shares — an estimated $102K sold.

MorganRosel Wealth Management first reported a position in SBUX in Q3 2019 and held it in 6 quarters. The position peaked at $646K in Q3 2019. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,110 Starbucks shares in Q3 2025, an estimated $102K.
  • MorganRosel Wealth Management first reported a position in Starbucks in Q3 2019 and held it in 6 quarters.
  • MorganRosel Wealth Management's Starbucks position peaked at $646K in Q3 2019.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.