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Wambolt & Associates’s Starbucks SBUX Stock Holding History

Wambolt & Associates’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 		$246K Sell
2,590
-2
-0.1% -$173 0.08% 161
2025
Q1 		$255K Sell
2,592
-114
-4% -$11.8K 0.09% 161
2024
Q4 		$247K Sell
2,706
-66
-2% -$6.38K 0.08% 166
2024
Q3 		$270K Sell
2,772
-398
-13% -$34.1K 0.07% 176
2024
Q2 		$245K Sell
3,170
-229
-7% -$18.6K 0.07% 185
2024
Q1 		$311K Sell
3,399
-50
-1% -$4.65K 0.09% 178
2023
Q4 		$331K Sell
3,449
-225
-6% -$21.9K 0.11% 193
2023
Q3 		$335K Buy
3,674
+210
+6% +$20.6K 0.12% 195
2023
Q2 		$343K Sell
3,464
-233
-6% -$24.2K 0.12% 193
2023
Q1 		$388K Sell
3,697
-153
-4% -$15.9K 0.14% 183
2022
Q4 		$382K Buy
3,850
+218
+6% +$20.6K 0.15% 174
2022
Q3 		$306K Hold
3,632
– – 0.13% 186
2022
Q2 		$277K Sell
3,632
-27
-0.7% -$2.07K 0.11% 196
2022
Q1 		$335K Sell
3,659
-36
-1% -$3.4K 0.12% 187
2021
Q4 		$432K Sell
3,695
-919
-20% -$104K 0.16% 162
2021
Q3 		$521K Buy
4,614
+35
+0.8% +$4.1K 0.21% 141
2021
Q2 		$519K Buy
4,579
+114
+3% +$12.9K 0.22% 144
2021
Q1 		$488K Sell
4,465
-42
-0.9% -$4.41K 0.25% 136
2020
Q4 		$482K Hold
4,507
– – 0.29% 121
2020
Q3 		$387K Hold
4,507
– – 0.29% 121
2020
Q2 		$332K Sell
4,507
-100
-2% -$7.51K 0.26% 137
2020
Q1 		$303K Hold
4,607
– – 0.31% 112
2019
Q4 		$405K Hold
4,607
– – 0.31% 108
2019
Q3 		$407K Hold
4,607
– – 0.34% 103
2019
Q2 		$386K Hold
4,607
– – 0.33% 107
2019
Q1 		$346K Sell
4,607
-1,015
-18% -$69.8K 0.31% 107
2018
Q4 		$362K Buy
+5,622
New +$352K 0.4% 87

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

Wambolt & Associates's SBUX Position: Q2 2025 in Review

Wambolt & Associates reduced its Starbucks (SBUX) stake by 0.08% in Q2 2025, selling an estimated $173 and leaving 2,590 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #161.

Wambolt & Associates first reported a position in SBUX in Q4 2018 and has held it in 27 quarters since. The position peaked at $521K in Q3 2021. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Wambolt & Associates held 2,590 shares of Starbucks worth $246K as of Q2 2025.
  • Wambolt & Associates sold 2 Starbucks shares in Q2 2025, an estimated $173.
  • Starbucks made up 0.08% of Wambolt & Associates's portfolio in Q2 2025, its #161 holding.
  • Wambolt & Associates first reported a position in Starbucks in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's Starbucks position peaked at $521K in Q3 2021.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.