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Tempus Wealth Planning’s Starbucks SBUX Stock Holding History

Tempus Wealth Planning’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
-2,798
Closed -$237K – 294
2025
Q3 		$237K Hold
2,798
– – 0.05% 253
2025
Q2 		$256K Sell
2,798
-95
-3% -$8.23K 0.06% 228
2025
Q1 		$284K Sell
2,893
-45
-2% -$4.65K 0.08% 211
2024
Q4 		$268K Sell
2,938
-197
-6% -$19.1K 0.08% 204
2024
Q3 		$306K Sell
3,135
-1,465
-32% -$126K 0.11% 166
2024
Q2 		$358K Buy
4,600
+1,565
+52% +$127K 0.15% 136
2024
Q1 		$277K Buy
3,035
+88
+3% +$8.19K 0.12% 162
2023
Q4 		$283K Hold
2,947
– – 0.12% 156
2023
Q3 		$269K Sell
2,947
-94
-3% -$9.23K 0.13% 135
2023
Q2 		$301K Hold
3,041
– – 0.14% 140
2023
Q1 		$317K Sell
3,041
-50
-2% -$5.2K 0.15% 123
2022
Q4 		$307K Hold
3,091
– – 0.19% 127
2022
Q3 		$260K Buy
+3,091
New +$263K 0.17% 143
2022
Q1 		– Sell
-3,977
Closed -$465K – 150
2021
Q4 		$465K Buy
3,977
+90
+2% +$10.1K 0.25% 99
2021
Q3 		$429K Buy
3,887
+367
+10% +$43K 0.24% 102
2021
Q2 		$394K Buy
+3,520
New +$398K 0.26% 109

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Tempus Wealth Planning's SBUX Position: Q4 2025 in Review

Tempus Wealth Planning sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 2,798 shares — an estimated $237K sold.

Tempus Wealth Planning first reported a position in SBUX in Q2 2021 and held it in 16 quarters. The position peaked at $465K in Q4 2021. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Tempus Wealth Planning reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 2,798 Starbucks shares in Q4 2025, an estimated $237K.
  • Tempus Wealth Planning first reported a position in Starbucks in Q2 2021 and held it in 16 quarters.
  • Tempus Wealth Planning's Starbucks position peaked at $465K in Q4 2021.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Tempus Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.