WWC
SBUX icon

Waypoint Wealth Counsel’s Starbucks SBUX Stock Holding History

Waypoint Wealth Counsel’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
-2,218
Closed -$203K – 292
2025
Q2 		$203K Buy
+2,218
New +$192K 0.1% 176
2023
Q4 		– Sell
-2,460
Closed -$224K – 101
2023
Q3 		$224K Buy
2,460
+21
+0.9% +$2.06K 0.21% 78
2023
Q2 		$242K Buy
2,439
+171
+8% +$17.7K 0.22% 74
2023
Q1 		$236K Sell
2,268
-7
-0.3% -$729 0.18% 77
2022
Q4 		$226K Buy
+2,275
New +$215K 0.18% 82

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

Waypoint Wealth Counsel's SBUX Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of Starbucks (SBUX) in Q3 2025, closing a stake of 2,218 shares — an estimated $203K sold.

Waypoint Wealth Counsel first reported a position in SBUX in Q4 2022 and held it in 5 quarters. The position peaked at $242K in Q2 2023. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Waypoint Wealth Counsel reported no remaining Starbucks position as of Q3 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,218 Starbucks shares in Q3 2025, an estimated $203K.
  • Waypoint Wealth Counsel first reported a position in Starbucks in Q4 2022 and held it in 5 quarters.
  • Waypoint Wealth Counsel's Starbucks position peaked at $242K in Q2 2023.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.