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The Family Firm’s Starbucks SBUX Stock Holding History

The Family Firm’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
Q2 		– Sell
-3,677
Closed -$361K – 181
2025
Q1 		$361K Buy
3,677
+232
+7% +$24K 0.08% 148
2024
Q4 		$314K Buy
3,445
+290
+9% +$28.1K 0.07% 161
2024
Q3 		$308K Sell
3,155
-421
-12% -$36.1K 0.07% 162
2024
Q2 		$278K Buy
3,576
+632
+21% +$51.5K 0.06% 164
2024
Q1 		$269K Buy
2,944
+15
+0.5% +$1.4K 0.07% 166
2023
Q4 		$281K Buy
2,929
+14
+0.5% +$1.36K 0.07% 151
2023
Q3 		$266K Buy
2,915
+501
+21% +$49.2K 0.07% 145
2023
Q2 		$239K Sell
2,414
-176
-7% -$18.3K 0.06% 163
2023
Q1 		$270K Buy
2,590
+11
+0.4% +$1.15K 0.07% 152
2022
Q4 		$256K Buy
2,579
+11
+0.4% +$1.04K 0.07% 156
2022
Q3 		$216K Buy
+2,568
New +$218K 0.07% 162
2022
Q2 		– Sell
-2,743
Closed -$250K – 183
2022
Q1 		$250K Buy
2,743
+12
+0.4% +$1.13K 0.07% 162
2021
Q4 		$319K Buy
2,731
+10
+0.4% +$1.13K 0.08% 135
2021
Q3 		$310K Buy
2,721
+209
+8% +$24.5K 0.08% 134
2021
Q2 		$281K Buy
2,512
+8
+0.3% +$904 0.08% 143
2021
Q1 		$274K Buy
2,504
+9
+0.4% +$945 0.08% 140
2020
Q4 		$255K Buy
2,495
+9
+0.4% +$859 0.08% 142
2020
Q3 		$214K Sell
2,486
-238
-9% -$19K 0.08% 132
2020
Q2 		$200K Buy
+2,724
New +$205K 0.07% 137
2020
Q1 		– Sell
-2,701
Closed -$238K – 141
2019
Q4 		$238K Buy
2,701
+10
+0.4% +$853 0.08% 136
2019
Q3 		$238K Buy
2,691
+9
+0.3% +$834 0.08% 128
2019
Q2 		$225K Sell
2,682
-153
-5% -$12K 0.08% 134
2019
Q1 		$211K Buy
+2,835
New +$195K 0.08% 135

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

The Family Firm's SBUX Position: Q2 2025 in Review

The Family Firm sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 3,677 shares — an estimated $361K sold.

The Family Firm first reported a position in SBUX in Q1 2019 and held it in 23 quarters. The position peaked at $361K in Q1 2025. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • The Family Firm reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 3,677 Starbucks shares in Q2 2025, an estimated $361K.
  • The Family Firm first reported a position in Starbucks in Q1 2019 and held it in 23 quarters.
  • The Family Firm's Starbucks position peaked at $361K in Q1 2025.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.