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Redmont Wealth Advisors’s Starbucks SBUX Stock Holding History

Redmont Wealth Advisors’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
Q4 		$13.2K Hold
157
– – 0.02% 163
2025
Q3 		$13.3K Hold
157
– – 0.02% 165
2025
Q2 		$14.4K Buy
157
+78
+99% +$6.76K 0.02% 161
2025
Q1 		$7.75K Buy
+79
New +$8.17K 0.02% 116
2024
Q4 		– Sell
-157
Closed -$15.3K – 256
2024
Q3 		$15.3K Hold
157
– – 0.02% 151
2024
Q2 		$12.2K Hold
157
– – 0.02% 168
2024
Q1 		$14.3K Buy
+157
New +$14.6K 0.02% 169

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Redmont Wealth Advisors's SBUX Position: Q4 2025 in Review

Redmont Wealth Advisors held its Starbucks (SBUX) position steady in Q4 2025 at 157 shares worth $13.2K. The position accounts for 0.02% of the portfolio, ranked #163.

Redmont Wealth Advisors first reported a position in SBUX in Q1 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q3 2024. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Redmont Wealth Advisors held 157 shares of Starbucks worth $13.2K as of Q4 2025.
  • Redmont Wealth Advisors left its Starbucks share count unchanged in Q4 2025.
  • Starbucks made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #163 holding.
  • Redmont Wealth Advisors first reported a position in Starbucks in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Starbucks position peaked at $15.3K in Q3 2024.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.