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Safeguard Investment Advisory Group’s Starbucks SBUX Stock Holding History

Safeguard Investment Advisory Group’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
-2,273
Closed -$208K – 156
2025
Q2 		$208K Buy
+2,273
New +$197K 0.05% 130
2021
Q1 		– Sell
-899
Closed -$96K – 584
2020
Q4 		$96K Buy
+899
New +$85.8K 0.09% 122

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

Safeguard Investment Advisory Group's SBUX Position: Q3 2025 in Review

Safeguard Investment Advisory Group sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 2,273 shares — an estimated $208K sold.

Safeguard Investment Advisory Group first reported a position in SBUX in Q4 2020 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Safeguard Investment Advisory Group reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,273 Starbucks shares in Q3 2025, an estimated $208K.
  • Safeguard Investment Advisory Group first reported a position in Starbucks in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's Starbucks position peaked at $208K in Q2 2025.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.