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PBMares Wealth Management’s Starbucks SBUX Stock Holding History

PBMares 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
-2,202
Closed -$202K – 199
2025
Q2 		$202K Sell
2,202
-405
-16% -$35.1K 0.04% 182
2025
Q1 		$256K Buy
+2,607
New +$269K 0.05% 166
2024
Q4 		– Sell
-2,133
Closed -$208K – 203
2024
Q3 		$208K Buy
+2,133
New +$183K 0.04% 186
2024
Q2 		– Sell
-2,476
Closed -$226K – 187
2024
Q1 		$226K Buy
2,476
+79
+3% +$7.35K 0.06% 161
2023
Q4 		$230K Sell
2,397
-18
-0.7% -$1.75K 0.07% 158
2023
Q3 		$220K Sell
2,415
-57
-2% -$5.59K 0.08% 154
2023
Q2 		$245K Buy
2,472
+59
+2% +$6.12K 0.09% 149
2023
Q1 		$251K Buy
2,413
+2
+0.1% +$208 0.09% 147
2022
Q4 		$239K Sell
2,411
-831
-26% -$78.4K 0.1% 141
2022
Q3 		$273K Buy
3,242
+63
+2% +$5.35K 0.12% 132
2022
Q2 		$243K Buy
3,179
+2
+0.1% +$154 0.1% 137
2022
Q1 		$289K Sell
3,177
-166
-5% -$15.7K 0.18% 120
2021
Q4 		$391K Buy
3,343
+2
+0.1% +$225 0.17% 105
2021
Q3 		$369K Buy
3,341
+1
+0% +$117 0.18% 107
2021
Q2 		$373K Buy
3,340
+2
+0.1% +$226 0.2% 103
2021
Q1 		$365K Buy
3,338
+982
+42% +$103K 0.3% 94
2020
Q4 		$252K Buy
2,356
+5
+0.2% +$477 0.29% 106
2020
Q3 		$202K Buy
+2,351
New +$188K 0.3% 103

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

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

PBMares Wealth Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 2,202 shares — an estimated $202K sold.

PBMares Wealth Management first reported a position in SBUX in Q3 2020 and held it in 18 quarters. The position peaked at $391K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • PBMares Wealth Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • PBMares Wealth Management sold 2,202 Starbucks shares in Q3 2025, an estimated $202K.
  • PBMares Wealth Management first reported a position in Starbucks in Q3 2020 and held it in 18 quarters.
  • PBMares Wealth Management's Starbucks position peaked at $391K in Q4 2021.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.