Moser Wealth Advisors’s Starbucks SBUX Stock Holding History

Moser Wealth Advisors’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	$18.3K	Hold	200	–	–	0.01%	129
2025 Q1	$19.6K	Sell	200 -100	-33%	-$10.3K	0.01%	117
2024 Q4	$27.4K	Hold	300	–	–	0.01%	100
2024 Q3	$29.2K	Hold	300	–	–	0.02%	100
2024 Q2	$23.4K	Hold	300	–	–	0.01%	109
2024 Q1	$27.4K	Hold	300	–	–	0.02%	104
2023 Q4	$28.8K	Hold	300	–	–	0.02%	100
2023 Q3	$27.4K	Hold	300	–	–	0.02%	93
2023 Q2	$29.7K	Buy	+300	New	+$31.1K	0.02%	94
2022 Q4	$29.8K	Hold	300	–	–	0.02%	92
2022 Q3	$25K	Hold	300	–	–	0.02%	97
2022 Q2	$23K	Hold	300	–	–	0.02%	100
2022 Q1	$27K	Sell	300 -19	-6%	-$1.79K	0.02%	99
2021 Q4	$37K	Hold	319	–	–	0.02%	99
2021 Q3	$35K	Sell	319 -150	-32%	-$17.6K	0.02%	99
2021 Q2	$52K	Sell	469 -850	-64%	-$96.1K	0.03%	93
2021 Q1	$144K	Sell	1,319 -81	-6%	-$8.51K	0.1%	74
2020 Q4	$150K	Sell	1,400 -200	-13%	-$19.1K	0.11%	68
2020 Q3	$137K	Sell	1,600 -19,035	-92%	-$1.52M	0.11%	66
2020 Q2	$1.52M	Sell	20,635 -4,496	-18%	-$338K	1.45%	18
2020 Q1	$1.65M	Buy	25,131 +250	+1%	+$20.2K	1.92%	14
2019 Q4	$2.19M	Buy	+24,881	New	+$2.12M	2.1%	12

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

Moser Wealth Advisors's SBUX Position: Q2 2025 in Review

Moser Wealth Advisors held its Starbucks (SBUX) position steady in Q2 2025 at 200 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #129.

Moser Wealth Advisors first reported a position in SBUX in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.19M in Q4 2019. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Moser Wealth Advisors held 200 shares of Starbucks worth $18.3K as of Q2 2025.
Moser Wealth Advisors left its Starbucks share count unchanged in Q2 2025.
Starbucks made up 0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #129 holding.
Moser Wealth Advisors first reported a position in Starbucks in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Starbucks position peaked at $2.19M in Q4 2019.
2,338 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.