West Coast Financial’s Starbucks SBUX Stock Holding History

West Coast Financial’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	–	Sell	-15,191	Closed	-$1.49M	–	120
2025 Q1	$1.49M	Sell	15,191 -876	-5%	-$90.6K	0.17%	67
2024 Q4	$1.47M	Sell	16,067 -1,598	-9%	-$155K	0.16%	71
2024 Q3	$1.72M	Buy	17,665 +16	+0.1%	+$1.37K	0.19%	67
2024 Q2	$1.37M	Sell	17,649 -329	-2%	-$26.8K	0.16%	70
2024 Q1	$1.64M	Sell	17,978 -1,013	-5%	-$94.2K	0.2%	63
2023 Q4	$1.82M	Buy	18,991 +46	+0.2%	+$4.48K	0.24%	59
2023 Q3	$1.73M	Sell	18,945 -2,689	-12%	-$264K	0.26%	71
2023 Q2	$2.14M	Sell	21,634 -2,041	-9%	-$212K	0.3%	69
2023 Q1	$2.47M	Sell	23,675 -1,194	-5%	-$124K	0.38%	65
2022 Q4	$2.47M	Sell	24,869 -1,544	-6%	-$146K	0.42%	60
2022 Q3	$2.23M	Sell	26,413 -312	-1%	-$26.5K	0.41%	58
2022 Q2	$2.04M	Sell	26,725 -53,785	-67%	-$4.13M	0.36%	58
2022 Q1	$7.32M	Buy	80,510 +587	+0.7%	+$55.4K	1.12%	32
2021 Q4	$9.35M	Sell	79,923 -1,625	-2%	-$183K	1.34%	25
2021 Q3	$9M	Sell	81,548 -32,142	-28%	-$3.76M	1.45%	19
2021 Q2	$12.7M	Buy	113,690 +958	+0.8%	+$108K	2.07%	9
2021 Q1	$12.3M	Buy	112,732 +1,329	+1%	+$140K	2.14%	8
2020 Q4	$11.9M	Sell	111,403 -2,495	-2%	-$238K	2.29%	7
2020 Q3	$9.79M	Sell	113,898 -1,965	-2%	-$157K	2.21%	7
2020 Q2	$8.53M	Buy	115,863 +938	+0.8%	+$70.5K	2.08%	10
2020 Q1	$7.55M	Buy	114,925 +1,776	+2%	+$144K	2.01%	13
2019 Q4	$9.95M	Buy	113,149 +849	+0.8%	+$72.4K	2.12%	14
2019 Q3	$9.93M	Buy	112,300 +251	+0.2%	+$23.3K	2.25%	9
2019 Q2	$9.39M	Sell	112,049 -5,781	-5%	-$453K	2.15%	11
2019 Q1	$8.76M	Buy	117,830 +3,021	+3%	+$208K	2.07%	11
2018 Q4	$7.39M	Sell	114,809 -2,724	-2%	-$170K	2.1%	12
2018 Q3	$6.68M	Buy	117,533 +7,019	+6%	+$371K	1.54%	21
2018 Q2	$5.4M	Sell	110,514 -1,559	-1%	-$88.5K	1.49%	23
2018 Q1	$6.49M	Sell	112,073 -441	-0.4%	-$25.5K	1.85%	18
2017 Q4	$6.46M	Sell	112,514 -1,540	-1%	-$87.2K	1.82%	19
2017 Q3	$6.13M	Buy	114,054 +4,466	+4%	+$247K	1.66%	17
2017 Q2	$6.39M	Buy	109,588 +5,058	+5%	+$306K	2.04%	11
2017 Q1	$6.1M	Sell	104,530 -1,714	-2%	-$97K	1.94%	12
2016 Q4	$5.9M	Buy	106,244 +190	+0.2%	+$10.5K	1.88%	15
2016 Q3	$5.74M	Sell	106,054 -1,801	-2%	-$101K	1.84%	16
2016 Q2	$6.16M	Buy	107,855 +944	+0.9%	+$53.7K	2.23%	10
2016 Q1	$6.38M	Buy	106,911 +1,067	+1%	+$62.1K	2.63%	7
2015 Q4	$6.35M	Sell	105,844 -844	-0.8%	-$51.4K	2.66%	5
2015 Q3	$6.06M	Buy	106,688 +2,386	+2%	+$134K	2.71%	5
2015 Q2	$5.59M	Buy	104,302 +4,638	+5%	+$235K	2.45%	7
2015 Q1	$4.72M	Sell	99,664 -4,044	-4%	-$182K	2.19%	14
2014 Q4	$4.25M	Buy	103,708 +8,576	+9%	+$335K	2.2%	13
2014 Q3	$3.59M	Sell	95,132 -36	-0%	-$1.39K	2.02%	22
2014 Q2	$3.67M	Buy	95,168 +422	+0.4%	+$15.3K	1.93%	21
2014 Q1	$3.48M	Sell	94,746 -3,902	-4%	-$144K	1.76%	18
2013 Q4	$3.87M	Sell	98,648 -1,260	-1%	-$49.8K	2%	10
2013 Q3	$3.85M	Buy	99,908 +666	+0.7%	+$23.9K	2.13%	6
2013 Q2	$3.25M	Buy	+99,242	New	+$3.08M	1.77%	14

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Coast Financial's SBUX Position: Q2 2025 in Review

West Coast Financial sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 15,191 shares — an estimated $1.49M sold.

West Coast Financial first reported a position in SBUX in Q2 2013 and held it in 48 quarters. The position peaked at $12.7M in Q2 2021. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

West Coast Financial reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 15,191 Starbucks shares in Q2 2025, an estimated $1.49M.
West Coast Financial first reported a position in Starbucks in Q2 2013 and held it in 48 quarters.
West Coast Financial's Starbucks position peaked at $12.7M in Q2 2021.
2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.