Peak Asset Management’s Starbucks SBUX Stock Holding History

Peak 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 Q3	–	Sell	-2,581	Closed	-$237K	–	153
2025 Q2	$237K	Hold	2,581	–	–	0.04%	139
2025 Q1	$253K	Hold	2,581	–	–	0.05%	127
2024 Q4	$236K	Hold	2,581	–	–	0.04%	138
2024 Q3	$252K	Hold	2,581	–	–	0.05%	132
2024 Q2	$201K	Sell	2,581 -182	-7%	-$14.8K	0.04%	145
2024 Q1	$253K	Sell	2,763 -5	-0.2%	-$465	0.05%	128
2023 Q4	$266K	Buy	2,768 +5	+0.2%	+$487	0.06%	125
2023 Q3	$252K	Hold	2,763	–	–	0.06%	121
2023 Q2	$274K	Hold	2,763	–	–	0.06%	120
2023 Q1	$288K	Buy	2,763 +182	+7%	+$18.9K	0.07%	119
2022 Q4	$256K	Hold	2,581	–	–	0.07%	124
2022 Q3	$217K	Buy	+2,581	New	+$219K	0.06%	126
2022 Q2	–	Sell	-2,581	Closed	-$235K	–	142
2022 Q1	$235K	Hold	2,581	–	–	0.05%	126
2021 Q4	$302K	Hold	2,581	–	–	0.07%	116
2021 Q3	$285K	Sell	2,581 -100	-4%	-$11.7K	0.07%	117
2021 Q2	$300K	Hold	2,681	–	–	0.07%	117
2021 Q1	$293K	Hold	2,681	–	–	0.07%	125
2020 Q4	$287K	Buy	2,681 +239	+10%	+$22.8K	0.08%	118
2020 Q3	$210K	Buy	+2,442	New	+$195K	0.06%	126

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Asset Management's SBUX Position: Q3 2025 in Review

Peak Asset Management sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 2,581 shares — an estimated $237K sold.

Peak Asset Management first reported a position in SBUX in Q3 2020 and held it in 19 quarters. The position peaked at $302K in Q4 2021. 2,265 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Peak Asset Management reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Peak Asset Management sold 2,581 Starbucks shares in Q3 2025, an estimated $237K.
Peak Asset Management first reported a position in Starbucks in Q3 2020 and held it in 19 quarters.
Peak Asset Management's Starbucks position peaked at $302K in Q4 2021.
2,265 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Peak Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.