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Ridgewood Investments’s Starbucks SBUX Stock Holding History

Ridgewood Investments’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
-1,668
Closed -$153K – 590
2025
Q2 		$153K Sell
1,668
-100
-6% -$8.67K 0.07% 214
2025
Q1 		$173K Hold
1,768
– – 0.08% 193
2024
Q4 		$161K Hold
1,768
– – 0.08% 190
2024
Q3 		$172K Buy
1,768
+470
+36% +$40.3K 0.09% 188
2024
Q2 		$101K Buy
+1,298
New +$106K 0.05% 244
2023
Q3 		– Sell
-1,544
Closed -$153K – 633
2023
Q2 		$153K Sell
1,544
-894
-37% -$92.8K 0.09% 200
2023
Q1 		$254K Sell
2,438
-2,760
-53% -$287K 0.16% 152
2022
Q4 		$516K Sell
5,198
-660
-11% -$62.3K 0.37% 93
2022
Q3 		$494K Sell
5,858
-580
-9% -$49.3K 0.41% 84
2022
Q2 		$492K Buy
6,438
+892
+16% +$68.5K 0.39% 87
2022
Q1 		$504K Buy
5,546
+1,549
+39% +$146K 0.33% 104
2021
Q4 		$467K Buy
3,997
+620
+18% +$69.9K 0.3% 110
2021
Q3 		$373K Sell
3,377
-1,208
-26% -$141K 0.25% 124
2021
Q2 		$513K Buy
4,585
+124
+3% +$14K 0.33% 108
2021
Q1 		$487K Sell
4,461
-3,697
-45% -$388K 0.3% 117
2020
Q4 		$701K Hold
8,158
– – 0.55% 54
2020
Q3 		$701K Sell
8,158
-88
-1% -$7.02K 0.55% 55
2020
Q2 		$607K Buy
+8,246
New +$620K 0.5% 61

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

Ridgewood Investments's SBUX Position: Q3 2025 in Review

Ridgewood Investments sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 1,668 shares — an estimated $153K sold.

Ridgewood Investments first reported a position in SBUX in Q2 2020 and held it in 18 quarters. The position peaked at $701K in Q4 2020. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Ridgewood Investments reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,668 Starbucks shares in Q3 2025, an estimated $153K.
  • Ridgewood Investments first reported a position in Starbucks in Q2 2020 and held it in 18 quarters.
  • Ridgewood Investments's Starbucks position peaked at $701K in Q4 2020.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.