SageView Advisory Group’s Starbucks SBUX Stock Holding History

SageView 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 Q4	$978K	Sell	11,612 -557	-5%	-$47K	0.03%	257
2025 Q3	$1.03M	Buy	12,169 +78	+0.6%	+$6.98K	0.04%	265
2025 Q2	$1.13M	Sell	12,091 -1,110	-8%	-$96.2K	0.04%	228
2025 Q1	$1.29M	Buy	13,201 +1,387	+12%	+$143K	0.06%	191
2024 Q4	$1.08M	Buy	11,814 +471	+4%	+$45.6K	0.05%	213
2024 Q3	$1.11M	Sell	11,343 -3,801	-25%	-$326K	0.06%	183
2024 Q2	$1.18M	Buy	+15,144	New	+$1.23M	0.05%	199
2024 Q1	–	Sell	-20,617	Closed	-$1.94M	–	751
2023 Q4	$1.94M	Buy	20,617 +14,561	+240%	+$1.42M	0.08%	144
2023 Q3	$553K	Sell	6,056 -10,428	-63%	-$1.02M	0.03%	318
2023 Q2	$1.63M	Sell	16,484 -610	-4%	-$63.3K	0.09%	141
2023 Q1	$1.78M	Buy	17,094 +11,556	+209%	+$1.2M	0.11%	123
2022 Q4	$549K	Buy	+5,538	New	+$523K	0.04%	228

Other funds holding SBUX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SageView Advisory Group's SBUX Position: Q4 2025 in Review

SageView Advisory Group reduced its Starbucks (SBUX) stake by 4.6% in Q4 2025, selling an estimated $47K and leaving 11,612 shares worth $978K. The position accounts for 0.03% of the portfolio, ranked #257.

SageView Advisory Group first reported a position in SBUX in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.94M in Q4 2023. 2,315 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

SageView Advisory Group held 11,612 shares of Starbucks worth $978K as of Q4 2025.
SageView Advisory Group sold 557 Starbucks shares in Q4 2025, an estimated $47K.
Starbucks made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #257 holding.
SageView Advisory Group first reported a position in Starbucks in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Starbucks position peaked at $1.94M in Q4 2023.
2,315 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.