SS&H Financial Advisors’s Starbucks SBUX Stock Holding History

SS&H 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	–	Sell	-2,144	Closed	-$210K	–	128
2025 Q1	$210K	Buy	+2,144	New	+$222K	0.08%	122
2024 Q4	–	Sell	-2,144	Closed	-$209K	–	125
2024 Q3	$209K	Buy	+2,144	New	+$184K	0.08%	125
2024 Q1	–	Sell	-2,144	Closed	-$206K	–	118
2023 Q4	$206K	Buy	+2,144	New	+$209K	0.09%	116
2023 Q1	$432K	Hold	4,144	–	–	0.2%	95
2022 Q4	$411K	Hold	4,144	–	–	0.2%	94
2022 Q3	$349K	Hold	4,144	–	–	0.18%	97
2022 Q2	$317K	Sell	4,144 -132	-3%	-$10.1K	0.15%	105
2022 Q1	$389K	Buy	+4,276	New	+$404K	0.15%	105

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

SS&H Financial Advisors's SBUX Position: Q2 2025 in Review

SS&H Financial Advisors sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 2,144 shares — an estimated $210K sold.

SS&H Financial Advisors first reported a position in SBUX in Q1 2022 and held it in 8 quarters. The position peaked at $432K in Q1 2023. 2,338 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

SS&H Financial Advisors reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
SS&H Financial Advisors sold 2,144 Starbucks shares in Q2 2025, an estimated $210K.
SS&H Financial Advisors first reported a position in Starbucks in Q1 2022 and held it in 8 quarters.
SS&H Financial Advisors's Starbucks position peaked at $432K in Q1 2023.
2,338 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on SS&H Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.