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Sage Private Wealth Group’s Starbucks SBUX Stock Holding History

Sage Private Wealth 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
Q2 		– Sell
-4,519
Closed -$443K – 97
2025
Q1 		$443K Sell
4,519
-194
-4% -$20.1K 0.34% 41
2024
Q4 		$430K Sell
4,713
-247
-5% -$23.9K 0.32% 42
2024
Q3 		$484K Sell
4,960
-9
-0.2% -$772 0.38% 37
2024
Q2 		$387K Sell
4,969
-335
-6% -$27.3K 0.33% 45
2024
Q1 		$485K Buy
5,304
+687
+15% +$63.9K 0.39% 34
2023
Q4 		$443K Sell
4,617
-1
-0% -$97 0.4% 30
2023
Q3 		$422K Buy
4,618
+114
+3% +$11.2K 0.58% 17
2023
Q2 		$446K Sell
4,504
-159
-3% -$16.5K 0.61% 16
2023
Q1 		$486K Sell
4,663
-305
-6% -$31.7K 0.56% 14
2022
Q4 		$493K Buy
4,968
+10
+0.2% +$944 0.58% 15
2022
Q3 		$418K Buy
4,958
+13
+0.3% +$1.1K 0.55% 14
2022
Q2 		$378K Sell
4,945
-309
-6% -$23.7K 0.54% 17
2022
Q1 		$478K Buy
5,254
+90
+2% +$8.49K 0.47% 18
2021
Q4 		$604K Buy
5,164
+122
+2% +$13.8K 0.75% 9
2021
Q3 		$556K Sell
5,042
-124
-2% -$14.5K 0.77% 9
2021
Q2 		$578K Buy
5,166
+12
+0.2% +$1.36K 0.78% 9
2021
Q1 		$563K Sell
5,154
-31
-0.6% -$3.25K 0.97% 7
2020
Q4 		$555K Buy
+5,185
New +$495K 1.55% 5

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

Sage Private Wealth Group's SBUX Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 4,519 shares — an estimated $443K sold.

Sage Private Wealth Group first reported a position in SBUX in Q4 2020 and held it in 18 quarters. The position peaked at $604K in Q4 2021. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Sage Private Wealth Group reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 4,519 Starbucks shares in Q2 2025, an estimated $443K.
  • Sage Private Wealth Group first reported a position in Starbucks in Q4 2020 and held it in 18 quarters.
  • Sage Private Wealth Group's Starbucks position peaked at $604K in Q4 2021.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.