Scott Marsh Financial’s Starbucks SBUX Stock Holding History

Scott Marsh Financial’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	$1.9M	Buy	+20,732	New	+$1.8M	0.7%	26

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Scott Marsh Financial's SBUX Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Starbucks (SBUX) in Q2 2025: 20,732 shares worth $1.9M. The stake represents 0.7% of the portfolio and ranks #26 among its holdings.

2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Scott Marsh Financial held 20,732 shares of Starbucks worth $1.9M as of Q2 2025.
Starbucks was a new Scott Marsh Financial position in Q2 2025.
Starbucks made up 0.7% of Scott Marsh Financial's portfolio in Q2 2025, its #26 holding.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.