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Valtinson Bruner Financial Planning’s Starbucks SBUX Stock Holding History

Valtinson Bruner Financial Planning’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
-2,210
Closed -$202K – 164
2025
Q2 		$202K Buy
2,210
+13
+0.6% +$1.13K 0.06% 151
2025
Q1 		$216K Sell
2,197
-34
-2% -$3.52K 0.07% 136
2024
Q4 		$204K Buy
2,231
+53
+2% +$5.13K 0.07% 143
2024
Q3 		$212K Buy
+2,178
New +$187K 0.07% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valtinson Bruner Financial Planning's SBUX Position: Q3 2025 in Review

Valtinson Bruner Financial Planning sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 2,210 shares — an estimated $202K sold.

Valtinson Bruner Financial Planning first reported a position in SBUX in Q3 2024 and held it in 4 quarters. The position peaked at $216K in Q1 2025. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Valtinson Bruner Financial Planning reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 2,210 Starbucks shares in Q3 2025, an estimated $202K.
  • Valtinson Bruner Financial Planning first reported a position in Starbucks in Q3 2024 and held it in 4 quarters.
  • Valtinson Bruner Financial Planning's Starbucks position peaked at $216K in Q1 2025.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q3 2025, filed 4 Nov 2025.