Symmetry Peak Management’s Starbucks SBUX Stock Holding History

Symmetry Peak Management’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
2026 Q1	$4.05M	Buy	45,200 +20,500	+83%	+$1.94M	1.13%	11
2025 Q4	$2.08M	Buy	+24,700	New	+$2.08M	0.55%	14
2025 Q3	–	Sell	-3,500	Closed	-$321K	–	167
2025 Q2	$321K	Sell	3,500 -25,800	-88%	-$2.24M	0.15%	70
2025 Q1	$2.87M	Buy	+29,300	New	+$3.03M	3.31%	7
2019 Q2	–	Sell	-5,000	Closed	-$372K	–	201
2019 Q1	$372K	Sell	5,000 -25,000	-83%	-$1.72M	0.09%	131
2018 Q4	$1.93M	Buy	+30,000	New	+$1.88M	1.2%	11
2016 Q3	–	Sell	-100,000	Closed	-$5.71M	–	167
2016 Q2	$5.71M	Hold	100,000	–	–	0.95%	22
2016 Q1	$5.97M	Buy	100,000 +19,100	+24%	+$1.11M	0.96%	21
2015 Q4	$4.86M	Sell	80,900 -59,100	-42%	-$3.6M	0.59%	26
2015 Q3	$7.96M	Buy	+140,000	New	+$7.84M	1.32%	12

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Symmetry Peak Management's SBUX Position: Q4 2025 in Review

Symmetry Peak Management sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 4,860 shares — an estimated $410K sold.

Symmetry Peak Management first reported a position in SBUX in Q1 2015 and held it in 7 quarters. The position peaked at $964K in Q2 2019. 2,315 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

Symmetry Peak Management reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
Symmetry Peak Management sold 4,860 Starbucks shares in Q4 2025, an estimated $410K.
Symmetry Peak Management first reported a position in Starbucks in Q1 2015 and held it in 7 quarters.
Symmetry Peak Management's Starbucks position peaked at $964K in Q2 2019.
2,315 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Symmetry Peak Management's 13F filing for Q4 2025, filed 17 Feb 2026.