Safe Harbor Wealth Advisors’s Starbucks SBUX Stock Holding History

Safe Harbor 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	$340K	Buy	+3,519	New	+$297K	0.33%	61

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Safe Harbor Wealth Advisors's SBUX Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Starbucks (SBUX) in Q4 2025: 3,519 shares worth $340K. The stake represents 0.33% of the portfolio and ranks #61 among its holdings.

2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

Safe Harbor Wealth Advisors held 3,519 shares of Starbucks worth $340K as of Q4 2025.
Starbucks was a new Safe Harbor Wealth Advisors position in Q4 2025.
Starbucks made up 0.33% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #61 holding.
2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

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