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Sonora Investment Management Group’s Starbucks SBUX Stock Holding History

Sonora Investment Management 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 		$936K Sell
11,059
-89
-0.8% -$7.97K 0.07% 132
2025
Q2 		$1.02M Sell
11,148
-64
-0.6% -$5.55K 0.08% 130
2025
Q1 		$1.1M Sell
11,212
-137
-1% -$14.2K 0.09% 123
2024
Q4 		$1.04M Buy
11,349
+82
+0.7% +$7.93K 0.08% 130
2024
Q3 		$1.1M Sell
11,267
-71,257
-86% -$6.11M 0.08% 130
2024
Q2 		$7.54M Hold
82,524
– – 0.59% 61
2024
Q1 		$7.54M Sell
82,524
-996
-1% -$92.6K 0.59% 61
2023
Q4 		$8.02M Sell
83,520
-1,485
-2% -$145K 0.65% 56
2023
Q3 		$7.76M Sell
85,005
-2,697
-3% -$265K 0.66% 54
2023
Q2 		$8.69M Sell
87,702
-2,028
-2% -$210K 0.73% 49
2023
Q1 		$9.34M Sell
89,730
-2,065
-2% -$215K 0.81% 46
2022
Q4 		$9.11M Sell
91,795
-3,361
-4% -$317K 0.83% 43
2022
Q3 		$7.27M Buy
95,156
+105
+0.1% +$8.92K 0.93% 42
2022
Q2 		$7.26M Buy
95,051
+4,065
+4% +$312K 0.69% 57
2022
Q1 		$8.28M Buy
90,986
+5,718
+7% +$540K 0.94% 39
2021
Q4 		$9.97M Buy
+85,268
New +$9.61M 1.16% 29

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

Sonora Investment Management Group's SBUX Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Starbucks (SBUX) stake by 0.8% in Q3 2025, selling an estimated $7.97K and leaving 11,059 shares worth $936K. The position accounts for 0.07% of the portfolio, ranked #132.

Sonora Investment Management Group first reported a position in SBUX in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.97M in Q4 2021. 2,262 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Sonora Investment Management Group held 11,059 shares of Starbucks worth $936K as of Q3 2025.
  • Sonora Investment Management Group sold 89 Starbucks shares in Q3 2025, an estimated $7.97K.
  • Starbucks made up 0.07% of Sonora Investment Management Group's portfolio in Q3 2025, its #132 holding.
  • Sonora Investment Management Group first reported a position in Starbucks in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Starbucks position peaked at $9.97M in Q4 2021.
  • 2,262 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.