Ulland Investment Advisors’s Starbucks SBUX Stock Holding History

Ulland Investment Advisors’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 Q3	–	Sell	-200	Closed	-$18K	–	238
2025 Q2	$18K	Hold	200	–	–	0.01%	152
2025 Q1	$20K	Hold	200	–	–	0.02%	149
2024 Q4	$18K	Hold	200	–	–	0.01%	152
2024 Q3	$19K	Hold	200	–	–	0.01%	145
2024 Q2	$16K	Hold	200	–	–	0.01%	152
2024 Q1	$18K	Hold	200	–	–	0.01%	156
2023 Q4	$19K	Hold	200	–	–	0.02%	140
2023 Q3	$18K	Hold	200	–	–	0.02%	149
2023 Q2	$20K	Hold	200	–	–	0.02%	141
2023 Q1	$21K	Hold	200	–	–	0.02%	131
2022 Q4	$20K	Buy	+200	New	+$18.9K	0.02%	135
2022 Q2	–	Sell	-75	Closed	-$7K	–	267
2022 Q1	$7K	Buy	75 +55	+275%	+$5.19K	0.01%	216
2021 Q4	$2K	Buy	+20	New	+$2.25K	﹤0.01%	204

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ulland Investment Advisors's SBUX Position: Q3 2025 in Review

Ulland Investment Advisors sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 200 shares — an estimated $18K sold.

Ulland Investment Advisors first reported a position in SBUX in Q4 2021 and held it in 13 quarters. The position peaked at $21K in Q1 2023. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Ulland Investment Advisors reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
Ulland Investment Advisors sold 200 Starbucks shares in Q3 2025, an estimated $18K.
Ulland Investment Advisors first reported a position in Starbucks in Q4 2021 and held it in 13 quarters.
Ulland Investment Advisors's Starbucks position peaked at $21K in Q1 2023.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Ulland Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.