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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
2024
Q3 		– Sell
-1
Closed -$176 – 815
2024
Q2 		$176 Hold
1
– – ﹤0.01% 952
2024
Q1 		$545 Buy
+1
New +$93 ﹤0.01% 919

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

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. 2,338 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.
  • 2,338 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.