Syntegra Private Wealth Group’s Starbucks SBUX Stock Holding History

Syntegra Private Wealth 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 Q4	–	Sell	-2,539	Closed	-$215K	–	196
2025 Q3	$215K	Buy	2,539 +211	+9%	+$18.9K	0.02%	183
2025 Q2	$213K	Buy	2,328 +24	+1%	+$2.08K	0.02%	173
2025 Q1	$226K	Buy	2,304 +43	+2%	+$4.45K	0.03%	151
2024 Q4	$206K	Buy	2,261 +3	+0.1%	+$290	0.02%	153
2024 Q3	$220K	Buy	+2,258	New	+$194K	0.03%	142
2024 Q1	–	Sell	-2,507	Closed	-$241K	–	144
2023 Q4	$241K	Buy	2,507 +30	+1%	+$2.92K	0.03%	118
2023 Q3	$226K	Sell	2,477 -131	-5%	-$12.9K	0.04%	114
2023 Q2	$258K	Buy	2,608 +31	+1%	+$3.22K	0.04%	116
2023 Q1	$268K	Hold	2,577	–	–	0.05%	103
2022 Q4	$256K	Buy	+2,577	New	+$243K	0.05%	92

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Syntegra Private Wealth Group's SBUX Position: Q4 2025 in Review

Syntegra Private Wealth Group sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 2,539 shares — an estimated $215K sold.

Syntegra Private Wealth Group first reported a position in SBUX in Q4 2022 and held it in 10 quarters. The position peaked at $268K in Q1 2023. 2,315 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

Syntegra Private Wealth Group reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
Syntegra Private Wealth Group sold 2,539 Starbucks shares in Q4 2025, an estimated $215K.
Syntegra Private Wealth Group first reported a position in Starbucks in Q4 2022 and held it in 10 quarters.
Syntegra Private Wealth Group's Starbucks position peaked at $268K in Q1 2023.
2,315 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q4 2025, filed 10 Feb 2026.