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Semmax Financial Advisors’s Starbucks SBUX Stock Holding History

Semmax Financial 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
Q2 		$5.72M Buy
62,089
+2,245
+4% +$195K 1.47% 19
2025
Q1 		$4.81M Buy
59,844
+1,178
+2% +$122K 1.3% 23
2024
Q4 		$6.63M Buy
58,666
+1,081
+2% +$105K 1.77% 12
2024
Q3 		$5.69M Sell
57,585
-2,748
-5% -$236K 1.56% 17
2024
Q2 		$5.79M Buy
60,333
+6,916
+13% +$563K 1.74% 10
2024
Q1 		$4.07M Buy
53,417
+14,135
+36% +$1.31M 1.34% 25
2023
Q4 		$3.71M Sell
39,282
-3,498
-8% -$340K 1.35% 26
2023
Q3 		$4.45M Buy
+42,780
New +$4.2M 1.78% 17
2022
Q4 		$5.23M Buy
49,031
+1,074
+2% +$101K 2.09% 18
2022
Q3 		$4.34M Buy
47,957
+34,428
+254% +$2.92M 1.84% 25
2022
Q2 		$1.17M Buy
13,529
+1,150
+9% +$88.3K 0.48% 61
2022
Q1 		$1.13M Buy
12,379
+1,068
+9% +$101K 0.44% 70
2021
Q4 		$1.32M Sell
11,311
-1,072
-9% -$121K 0.49% 67
2021
Q3 		$1.37M Sell
12,383
-966
-7% -$113K 0.47% 67
2021
Q2 		$1.49M Buy
13,349
+541
+4% +$61.2K 0.48% 66
2021
Q1 		$1.4M Buy
12,808
+134
+1% +$14.1K 0.5% 67
2020
Q4 		$1.36M Buy
12,674
+267
+2% +$25.5K 0.56% 60
2020
Q3 		$1.07M Buy
12,407
+494
+4% +$39.4K 0.51% 65
2020
Q2 		$877K Buy
11,913
+2,452
+26% +$184K 0.46% 66
2020
Q1 		$622K Buy
+9,461
New +$765K 0.39% 68
2019
Q2 		– Sell
-44
Closed -$3K – 439
2019
Q1 		$3K Buy
+44
New +$3.02K ﹤0.01% 399

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

Semmax Financial Advisors's SBUX Position: Q2 2025 in Review

Semmax Financial Advisors increased its Starbucks (SBUX) stake by 3.8% in Q2 2025, buying an estimated $195K and bringing the position to 62,089 shares worth $5.72M. The position accounts for 1.47% of the portfolio, ranked #19.

Semmax Financial Advisors first reported a position in SBUX in Q1 2019 and has held it in 21 quarters since. The position peaked at $6.63M in Q4 2024. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Semmax Financial Advisors held 62,089 shares of Starbucks worth $5.72M as of Q2 2025.
  • Semmax Financial Advisors bought 2,245 Starbucks shares in Q2 2025, an estimated $195K.
  • Starbucks made up 1.47% of Semmax Financial Advisors's portfolio in Q2 2025, its #19 holding.
  • Semmax Financial Advisors first reported a position in Starbucks in Q1 2019 and has held it in 21 quarters since.
  • Semmax Financial Advisors's Starbucks position peaked at $6.63M in Q4 2024.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.