Summit Financial Strategies’s Starbucks SBUX Stock Holding History

Summit Financial Strategies’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	-2,206	Closed	-$216K	–	159
2025 Q1	$216K	Buy	+2,206	New	+$228K	0.02%	134
2024 Q4	–	Sell	-2,069	Closed	-$202K	–	152
2024 Q3	$202K	Buy	+2,069	New	+$178K	0.02%	141
2024 Q2	–	Sell	-2,919	Closed	-$267K	–	152
2024 Q1	$267K	Buy	+2,919	New	+$272K	0.04%	118
2023 Q3	–	Sell	-2,258	Closed	-$224K	–	131
2023 Q2	$224K	Buy	2,258 +334	+17%	+$34.7K	0.04%	115
2023 Q1	$200K	Sell	1,924 -188	-9%	-$19.6K	0.04%	117
2022 Q4	$210K	Buy	+2,112	New	+$199K	0.05%	110
2022 Q1	–	Sell	-1,911	Closed	-$224K	–	128
2021 Q4	$224K	Sell	1,911 -72	-4%	-$8.12K	0.04%	111
2021 Q3	$219K	Buy	1,983 +2	+0.1%	+$234	0.04%	110
2021 Q2	$221K	Buy	+1,981	New	+$224K	0.04%	110

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

Summit Financial Strategies's SBUX Position: Q2 2025 in Review

Summit Financial Strategies sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 2,206 shares — an estimated $216K sold.

Summit Financial Strategies first reported a position in SBUX in Q2 2021 and held it in 9 quarters. The position peaked at $267K in Q1 2024. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Summit Financial Strategies reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
Summit Financial Strategies sold 2,206 Starbucks shares in Q2 2025, an estimated $216K.
Summit Financial Strategies first reported a position in Starbucks in Q2 2021 and held it in 9 quarters.
Summit Financial Strategies's Starbucks position peaked at $267K in Q1 2024.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Summit Financial Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.