RWM
SBUX icon

Ruedi Wealth Management’s Starbucks SBUX Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-60
Closed -$5.88K – 269
2025
Q1 		$5.88K Hold
60
– – ﹤0.01% 202
2024
Q4 		$5.47K Hold
60
– – ﹤0.01% 202
2024
Q3 		$5.85K Sell
60
-37
-38% -$3.17K ﹤0.01% 204
2024
Q2 		$7.55K Buy
97
+73
+304% +$5.95K ﹤0.01% 206
2024
Q1 		$2.19K Hold
24
– – ﹤0.01% 227
2023
Q4 		$2.3K Hold
24
– – ﹤0.01% 205
2023
Q3 		$2.19K Sell
24
-274
-92% -$26.9K ﹤0.01% 180
2023
Q2 		$29.5K Hold
298
– – 0.02% 97
2023
Q1 		$31K Hold
298
– – 0.02% 104
2022
Q4 		$29.6K Buy
+298
New +$28.1K 0.02% 98

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ruedi Wealth Management's SBUX Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 60 shares — an estimated $5.88K sold.

Ruedi Wealth Management first reported a position in SBUX in Q4 2022 and held it in 10 quarters. The position peaked at $31K in Q1 2023. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 60 Starbucks shares in Q2 2025, an estimated $5.88K.
  • Ruedi Wealth Management first reported a position in Starbucks in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Starbucks position peaked at $31K in Q1 2023.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.