Whelan Financial’s Starbucks SBUX Stock Holding History

Whelan 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 Q4	–	Sell	-3,298	Closed	-$279K	–	102
2025 Q3	$279K	Buy	+3,298	New	+$295K	0.09%	69

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Whelan Financial's SBUX Position: Q4 2025 in Review

Whelan Financial sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 3,298 shares — an estimated $279K sold.

Whelan Financial first reported a position in SBUX in Q3 2025 and held it in 1 quarter. The position peaked at $279K in Q3 2025. 2,315 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

Whelan Financial reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
Whelan Financial sold 3,298 Starbucks shares in Q4 2025, an estimated $279K.
Whelan Financial first reported a position in Starbucks in Q3 2025 and held it in 1 quarter.
Whelan Financial's Starbucks position peaked at $279K in Q3 2025.
2,315 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Whelan Financial's 13F filing for Q4 2025, filed 2 Feb 2026.