Tyler-Stone Wealth Management’s Starbucks SBUX Stock Holding History

Tyler-Stone Wealth 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 Q2	$202K	Buy	+2,208	New	+$191K	0.03%	320
2024 Q3	–	Sell	-818	Closed	-$63.7K	–	816
2024 Q2	$63.7K	Sell	818 -80	-9%	-$6.51K	0.03%	343
2024 Q1	$82.1K	Buy	898 +132	+17%	+$12.3K	0.04%	299
2023 Q4	$73.6K	Sell	766 -75	-9%	-$7.3K	0.04%	308
2023 Q3	$77K	Buy	841 +1	+0.1%	+$98	0.04%	281
2023 Q2	$83K	Buy	+840	New	+$87.2K	0.05%	271
2022 Q4	$90K	Buy	912 +1	+0.1%	+$94	0.06%	247
2022 Q3	$77K	Buy	911 +2	+0.2%	+$170	0.06%	252
2022 Q2	$69K	Buy	909 +1	+0.1%	+$77	0.05%	280
2022 Q1	$83K	Buy	908 +1	+0.1%	+$94	0.05%	277
2021 Q4	$106K	Buy	+907	New	+$102K	0.06%	263

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

Tyler-Stone Wealth Management's SBUX Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in Starbucks (SBUX) in Q2 2025: 2,208 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #320 among its holdings. This is a return to the name: Tyler-Stone Wealth Management previously reported a position in SBUX as recently as Q2 2024.

Tyler-Stone Wealth Management first reported a position in SBUX in Q4 2021 and has held it in 11 quarters since. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

Tyler-Stone Wealth Management held 2,208 shares of Starbucks worth $202K as of Q2 2025.
Starbucks was a new Tyler-Stone Wealth Management position in Q2 2025.
Starbucks made up 0.03% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #320 holding.
Tyler-Stone Wealth Management first reported a position in Starbucks in Q4 2021 and has held it in 11 quarters since.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.