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Willow Creek Wealth Management’s Starbucks SBUX Stock Holding History

Willow Creek Wealth Management’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 		$215K Sell
2,542
-84
-3% -$7.52K 0.02% 171
2025
Q2 		$241K Sell
2,626
-19
-0.7% -$1.65K 0.02% 151
2025
Q1 		$259K Sell
2,645
-163
-6% -$16.9K 0.03% 137
2024
Q4 		$256K Sell
2,808
-65
-2% -$6.29K 0.03% 135
2024
Q3 		$280K Sell
2,873
-47
-2% -$4.03K 0.03% 134
2024
Q2 		$227K Buy
2,920
+77
+3% +$6.27K 0.03% 141
2024
Q1 		$260K Sell
2,843
-470
-14% -$43.7K 0.03% 131
2023
Q4 		$318K Buy
3,313
+8
+0.2% +$779 0.04% 109
2023
Q3 		$302K Buy
3,305
+97
+3% +$9.52K 0.04% 104
2023
Q2 		$318K Sell
3,208
-168
-5% -$17.4K 0.05% 111
2023
Q1 		$352K Sell
3,376
-7
-0.2% -$729 0.05% 91
2022
Q4 		$336K Sell
3,383
-73
-2% -$6.89K 0.06% 91
2022
Q3 		$291K Hold
3,456
– – 0.06% 91
2022
Q2 		$264K Sell
3,456
-276
-7% -$21.2K 0.05% 102
2022
Q1 		$340K Hold
3,732
– – 0.07% 83
2021
Q4 		$437K Hold
3,732
– – 0.09% 66
2021
Q3 		$412K Hold
3,732
– – 0.09% 62
2021
Q2 		$417K Hold
3,732
– – 0.1% 60
2021
Q1 		$408K Sell
3,732
-15
-0.4% -$1.57K 0.15% 48
2020
Q4 		$401K Buy
3,747
+15
+0.4% +$1.43K 0.15% 46
2020
Q3 		$321K Buy
3,732
+276
+8% +$22K 0.13% 52
2020
Q2 		$254K Sell
3,456
-140
-4% -$10.5K 0.11% 58
2020
Q1 		$236K Buy
3,596
+100
+3% +$8.09K 0.12% 54
2019
Q4 		$307K Hold
3,496
– – 0.14% 54
2019
Q3 		$309K Hold
3,496
– – 0.14% 54
2019
Q2 		$293K Buy
3,496
+40
+1% +$3.14K 0.14% 57
2019
Q1 		$257K Buy
3,456
+221
+7% +$15.2K 0.13% 58
2018
Q4 		$208K Sell
3,235
-380
-11% -$23.8K 0.11% 65
2018
Q3 		$205K Buy
+3,615
New +$191K 0.11% 70

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

Willow Creek Wealth Management's SBUX Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Starbucks (SBUX) stake by 3.2% in Q3 2025, selling an estimated $7.52K and leaving 2,542 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #171.

Willow Creek Wealth Management first reported a position in SBUX in Q3 2018 and has held it in 29 quarters since. The position peaked at $437K in Q4 2021. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

  • Willow Creek Wealth Management held 2,542 shares of Starbucks worth $215K as of Q3 2025.
  • Willow Creek Wealth Management sold 84 Starbucks shares in Q3 2025, an estimated $7.52K.
  • Starbucks made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #171 holding.
  • Willow Creek Wealth Management first reported a position in Starbucks in Q3 2018 and has held it in 29 quarters since.
  • Willow Creek Wealth Management's Starbucks position peaked at $437K in Q4 2021.
  • 2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.