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Rise Advisors’s Starbucks SBUX Stock Holding History

Rise 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 		– Sell
-1,558
Closed -$132K – 1185
2025
Q3 		$132K Buy
1,558
+21
+1% +$1.88K 0.05% 131
2025
Q2 		$141K Sell
1,537
-2
-0.1% -$173 0.06% 121
2025
Q1 		$151K Buy
1,539
+20
+1% +$2.07K 0.07% 109
2024
Q4 		$139K Buy
1,519
+15
+1% +$1.45K 0.07% 112
2024
Q3 		$147K Sell
1,504
-38
-2% -$3.26K 0.07% 113
2024
Q2 		$120K Buy
1,542
+9
+0.6% +$733 0.06% 130
2024
Q1 		$140K Buy
1,533
+686
+81% +$63.8K 0.07% 115
2023
Q4 		$81.3K Sell
847
-156
-16% -$15.2K 0.06% 118
2023
Q3 		$91.6K Buy
1,003
+580
+137% +$56.9K 0.07% 97
2023
Q2 		$41.9K Sell
423
-175
-29% -$18.2K 0.03% 164
2023
Q1 		$62.3K Buy
598
+2
+0.3% +$208 0.05% 140
2022
Q4 		$59.2K Buy
596
+1
+0.2% +$94 0.05% 140
2022
Q3 		$50K Buy
595
+2
+0.3% +$170 0.04% 152
2022
Q2 		$45K Sell
593
-77
-11% -$5.91K 0.05% 150
2022
Q1 		$61K Buy
670
+1
+0.1% +$94 0.05% 131
2021
Q4 		$78.2K Buy
+669
New +$75.4K 0.07% 112

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

Rise Advisors's SBUX Position: Q4 2025 in Review

Rise Advisors sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 1,558 shares — an estimated $132K sold.

Rise Advisors first reported a position in SBUX in Q4 2021 and held it in 16 quarters. The position peaked at $151K in Q1 2025. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Rise Advisors reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,558 Starbucks shares in Q4 2025, an estimated $132K.
  • Rise Advisors first reported a position in Starbucks in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Starbucks position peaked at $151K in Q1 2025.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.