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PFG Private Wealth Management’s Starbucks SBUX Stock Holding History

PFG Private 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
Q2 		– Sell
-114
Closed -$11.2K – 205
2025
Q1 		$11.2K Buy
+114
New +$11.8K 0.01% 144
2023
Q4 		– Sell
-5
Closed -$460 – 288
2023
Q3 		$460 Buy
+5
New +$491 ﹤0.01% 266

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFG Private Wealth Management's SBUX Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 114 shares — an estimated $11.2K sold.

PFG Private Wealth Management first reported a position in SBUX in Q3 2023 and held it in 2 quarters. The position peaked at $11.2K in Q1 2025. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 114 Starbucks shares in Q2 2025, an estimated $11.2K.
  • PFG Private Wealth Management first reported a position in Starbucks in Q3 2023 and held it in 2 quarters.
  • PFG Private Wealth Management's Starbucks position peaked at $11.2K in Q1 2025.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.