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Terra Alpha Investments’s Starbucks SBUX Stock Holding History

Terra Alpha Investments’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 		$3.48M Sell
41,322
-951
-2% -$80.2K 3.56% 14
2025
Q3 		$3.58M Buy
42,273
+6,406
+18% +$573K 3.65% 12
2025
Q2 		$3.29M Buy
35,867
+3,123
+10% +$271K 3.42% 12
2025
Q1 		$3.21M Sell
32,744
-1,886
-5% -$195K 3.49% 12
2024
Q4 		$3.16M Buy
+34,630
New +$3.35M 3.2% 14

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 $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Terra Alpha Investments's SBUX Position: Q4 2025 in Review

Terra Alpha Investments reduced its Starbucks (SBUX) stake by 2.2% in Q4 2025, selling an estimated $80.2K and leaving 41,322 shares worth $3.48M. The position accounts for 3.56% of the portfolio, ranked #14.

Terra Alpha Investments first reported a position in SBUX in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.58M in Q3 2025. 2,314 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Terra Alpha Investments held 41,322 shares of Starbucks worth $3.48M as of Q4 2025.
  • Terra Alpha Investments sold 951 Starbucks shares in Q4 2025, an estimated $80.2K.
  • Starbucks made up 3.56% of Terra Alpha Investments's portfolio in Q4 2025, its #14 holding.
  • Terra Alpha Investments first reported a position in Starbucks in Q4 2024 and has held it in 5 quarters since.
  • Terra Alpha Investments's Starbucks position peaked at $3.58M in Q3 2025.
  • 2,314 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.