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Watts Gwilliam & Co’s Starbucks SBUX Stock Holding History

Watts Gwilliam & Co’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 		$379K Sell
4,479
-800
-15% -$71.6K 0.06% 161
2025
Q2 		$440K Sell
5,279
-859
-14% -$74.4K 0.07% 146
2025
Q1 		$602K Sell
6,138
-4,689
-43% -$485K 0.13% 113
2024
Q4 		$1.01M Sell
10,827
-178
-2% -$17.2K 0.21% 88
2024
Q3 		$1.06M Buy
+11,005
New +$944K 0.23% 79
2024
Q1 		$1.68M Buy
+22,156
New +$2.06M 0.52% 42

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

Watts Gwilliam & Co's SBUX Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its Starbucks (SBUX) stake by 15% in Q3 2025, selling an estimated $71.6K and leaving 4,479 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #161.

Watts Gwilliam & Co first reported a position in SBUX in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q1 2024. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Watts Gwilliam & Co held 4,479 shares of Starbucks worth $379K as of Q3 2025.
  • Watts Gwilliam & Co sold 800 Starbucks shares in Q3 2025, an estimated $71.6K.
  • Starbucks made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #161 holding.
  • Watts Gwilliam & Co first reported a position in Starbucks in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Starbucks position peaked at $1.68M in Q1 2024.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.