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Putney Financial Group’s Starbucks SBUX Stock Holding History

Putney Financial Group’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
-250
Closed -$22.9K – 238
2025
Q2 		$22.9K Hold
250
– – 0.02% 170
2025
Q1 		$24.5K Sell
250
-485
-66% -$50.1K 0.03% 149
2024
Q4 		$67.1K Buy
+735
New +$71.1K 0.06% 120

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

Putney Financial Group's SBUX Position: Q3 2025 in Review

Putney Financial Group sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 250 shares — an estimated $22.9K sold.

Putney Financial Group first reported a position in SBUX in Q4 2024 and held it in 3 quarters. The position peaked at $67.1K in Q4 2024. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Putney Financial Group reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 250 Starbucks shares in Q3 2025, an estimated $22.9K.
  • Putney Financial Group first reported a position in Starbucks in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Starbucks position peaked at $67.1K in Q4 2024.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.