Paradigm Strategies in Wealth Management’s Starbucks SBUX Stock Holding History

Paradigm Strategies in 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	-3,138	Closed	-$288K	–	56
2025 Q2	$288K	Hold	3,138	–	–	0.19%	44
2025 Q1	$308K	Hold	3,138	–	–	0.21%	40
2024 Q4	$286K	Hold	3,138	–	–	0.19%	40
2024 Q3	$306K	Buy	3,138 +1	+0%	+$86	0.19%	38
2024 Q2	$244K	Hold	3,137	–	–	0.15%	45
2024 Q1	$287K	Buy	3,137 +243	+8%	+$22.6K	0.18%	39
2023 Q4	$278K	Hold	2,894	–	–	0.18%	38
2023 Q3	$264K	Hold	2,894	–	–	0.17%	40
2023 Q2	$287K	Hold	2,894	–	–	0.19%	35
2023 Q1	$301K	Hold	2,894	–	–	0.24%	32
2022 Q4	$287K	Hold	2,894	–	–	0.26%	33
2022 Q3	$244K	Buy	2,894 +1	+0%	+$85	0.22%	35
2022 Q2	$221K	Hold	2,893	–	–	0.24%	35
2022 Q1	$263K	Hold	2,893	–	–	0.27%	35
2021 Q4	$338K	Hold	2,893	–	–	0.34%	30
2021 Q3	$319K	Sell	2,893 -1	-0%	-$117	0.3%	36
2021 Q2	$324K	Hold	2,894	–	–	0.29%	35
2021 Q1	$316K	Buy	+2,894	New	+$304K	0.31%	32

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paradigm Strategies in Wealth Management's SBUX Position: Q3 2025 in Review

Paradigm Strategies in Wealth Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 3,138 shares — an estimated $288K sold.

Paradigm Strategies in Wealth Management first reported a position in SBUX in Q1 2021 and held it in 18 quarters. The position peaked at $338K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Paradigm Strategies in Wealth Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 3,138 Starbucks shares in Q3 2025, an estimated $288K.
Paradigm Strategies in Wealth Management first reported a position in Starbucks in Q1 2021 and held it in 18 quarters.
Paradigm Strategies in Wealth Management's Starbucks position peaked at $338K in Q4 2021.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.