Templeton & Phillips Capital Management’s Starbucks SBUX Stock Holding History

Templeton & Phillips Capital 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
2025 Q1	–	Sell	-63,752	Closed	-$5.82M	–	54
2024 Q4	$5.82M	Hold	63,752	–	–	4.61%	6
2024 Q3	$6.22M	Sell	63,752 -856	-1%	-$73.4K	4.83%	6
2024 Q2	$4.71M	Sell	64,608 -799	-1%	-$65.1K	4.18%	6
2024 Q1	$5.98M	Sell	65,407 -318	-0.5%	-$29.6K	5.53%	6
2023 Q4	$6.31M	Sell	65,725 -1,640	-2%	-$160K	6.43%	6
2023 Q3	$6.15M	Hold	67,365	–	–	6.48%	6
2023 Q2	$6.67M	Sell	67,365 -53	-0.1%	-$5.5K	7.08%	6
2023 Q1	$7.02M	Sell	67,418 -372	-0.5%	-$38.7K	7.35%	4
2022 Q4	$6.72M	Buy	+67,790	New	+$6.4M	7.17%	4

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Templeton & Phillips Capital Management's SBUX Position: Q1 2025 in Review

Templeton & Phillips Capital Management sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 63,752 shares — an estimated $5.82M sold.

Templeton & Phillips Capital Management first reported a position in SBUX in Q4 2022 and held it in 9 quarters. The position peaked at $7.02M in Q1 2023. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

Templeton & Phillips Capital Management reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
Templeton & Phillips Capital Management sold 63,752 Starbucks shares in Q1 2025, an estimated $5.82M.
Templeton & Phillips Capital Management first reported a position in Starbucks in Q4 2022 and held it in 9 quarters.
Templeton & Phillips Capital Management's Starbucks position peaked at $7.02M in Q1 2023.
2,402 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q1 2025, filed 6 May 2025.