Tilia Fiduciary Partners’s Starbucks SBUX Stock Holding History

Tilia Fiduciary Partners’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	-2,100	Closed	-$206K	–	119
2025 Q1	$206K	Buy	+2,100	New	+$217K	0.14%	111
2024 Q4	–	Sell	-2,422	Closed	-$236K	–	111
2024 Q3	$236K	Buy	+2,422	New	+$208K	0.16%	97
2024 Q2	–	Sell	-2,269	Closed	-$207K	–	99
2024 Q1	$207K	Buy	2,269 +14	+0.6%	+$1.3K	0.17%	96
2023 Q4	$216K	Sell	2,255 -369	-14%	-$35.9K	0.2%	94
2023 Q3	$240K	Buy	2,624 +227	+9%	+$22.3K	0.25%	89
2023 Q2	$237K	Sell	2,397 -41	-2%	-$4.25K	0.21%	87
2023 Q1	$254K	Sell	2,438 -300	-11%	-$31.2K	0.24%	92
2022 Q4	$272K	Sell	2,738 -3,383	-55%	-$319K	0.26%	88
2022 Q3	$528K	Sell	6,121 -7,986	-57%	-$678K	0.53%	62
2022 Q2	$1.1M	Buy	14,107 +1,245	+10%	+$95.6K	1.05%	26
2022 Q1	$1.17M	Buy	12,862 +638	+5%	+$60.2K	0.99%	29
2021 Q4	$1.43M	Buy	+12,224	New	+$1.38M	1.15%	21

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Tilia Fiduciary Partners's SBUX Position: Q2 2025 in Review

Tilia Fiduciary Partners sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 2,100 shares — an estimated $206K sold.

Tilia Fiduciary Partners first reported a position in SBUX in Q4 2021 and held it in 12 quarters. The position peaked at $1.43M in Q4 2021. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Tilia Fiduciary Partners reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,100 Starbucks shares in Q2 2025, an estimated $206K.
Tilia Fiduciary Partners first reported a position in Starbucks in Q4 2021 and held it in 12 quarters.
Tilia Fiduciary Partners's Starbucks position peaked at $1.43M in Q4 2021.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2025, filed 21 Jul 2025.