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Richardson Financial Services’s Starbucks SBUX Stock Holding History

Richardson Financial Services’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 		– Sell
-7
Closed -$592 – 615
2025
Q3 		$592 Buy
+7
New +$627 ﹤0.01% 494
2024
Q2 		– Sell
-2,715
Closed -$248K – 621
2024
Q1 		$248K Buy
2,715
+405
+18% +$37.7K 0.17% 128
2023
Q4 		$222K Buy
+2,310
New +$225K 0.19% 120

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 $1.02T AUM 30.18% 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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Richardson Financial Services's SBUX Position: Q4 2025 in Review

Richardson Financial Services sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 7 shares — an estimated $592 sold.

Richardson Financial Services first reported a position in SBUX in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q1 2024. 2,316 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Richardson Financial Services reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 7 Starbucks shares in Q4 2025, an estimated $592.
  • Richardson Financial Services first reported a position in Starbucks in Q4 2023 and held it in 3 quarters.
  • Richardson Financial Services's Starbucks position peaked at $248K in Q1 2024.
  • 2,316 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.