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Zevin Asset Management’s Starbucks SBUX Stock Holding History

Zevin Asset 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
Q2 		– Sell
-3,711
Closed -$364K – 87
2025
Q1 		$364K Sell
3,711
-560
-13% -$57.9K 0.06% 62
2024
Q4 		$390K Sell
4,271
-60
-1% -$5.8K 0.06% 59
2024
Q3 		$422K Buy
+4,331
New +$372K 0.07% 56
2024
Q2 		– Sell
-2,493
Closed -$228K – 81
2024
Q1 		$228K Sell
2,493
-352
-12% -$32.7K 0.04% 76
2023
Q4 		$273K Sell
2,845
-10
-0.4% -$973 0.05% 76
2023
Q3 		$261K Sell
2,855
-25
-0.9% -$2.45K 0.05% 72
2023
Q2 		$285K Hold
2,880
– – 0.06% 61
2023
Q1 		$300K Sell
2,880
-225
-7% -$23.4K 0.06% 62
2022
Q4 		$308K Sell
3,105
-32
-1% -$3.02K 0.07% 59
2022
Q3 		$264K Sell
3,137
-520
-14% -$44.2K 0.06% 60
2022
Q2 		$279K Sell
3,657
-550
-13% -$42.2K 0.06% 62
2022
Q1 		$383K Sell
4,207
-318
-7% -$30K 0.07% 66
2021
Q4 		$529K Sell
4,525
-81
-2% -$9.13K 0.1% 65
2021
Q3 		$508K Sell
4,606
-89
-2% -$10.4K 0.1% 66
2021
Q2 		$525K Hold
4,695
– – 0.1% 64
2021
Q1 		$513K Hold
4,695
– – 0.11% 61
2020
Q4 		$502K Hold
4,695
– – 0.12% 59
2020
Q3 		$403K Hold
4,695
– – 0.11% 59
2020
Q2 		$346K Hold
4,695
– – 0.11% 60
2020
Q1 		$309K Hold
4,695
– – 0.12% 62
2019
Q4 		$413K Sell
4,695
-590
-11% -$50.3K 0.13% 68
2019
Q3 		$467K Sell
5,285
-250
-5% -$23.2K 0.15% 61
2019
Q2 		$464K Sell
5,535
-140
-2% -$11K 0.15% 67
2019
Q1 		$422K Sell
5,675
-7,385
-57% -$508K 0.14% 70
2018
Q4 		$841K Sell
13,060
-1,525
-10% -$95.5K 0.31% 53
2018
Q3 		$829K Sell
14,585
-1,325
-8% -$70.1K 0.24% 58
2018
Q2 		$777K Sell
15,910
-7,594
-32% -$431K 0.23% 59
2018
Q1 		$1.36M Sell
23,504
-35,392
-60% -$2.05M 0.35% 54
2017
Q4 		$3.38M Sell
58,896
-3,211
-5% -$182K 0.77% 41
2017
Q3 		$3.34M Buy
62,107
+1,658
+3% +$91.9K 0.78% 42
2017
Q2 		$3.52M Sell
60,449
-1,475
-2% -$89.2K 0.89% 38
2017
Q1 		$3.62M Buy
61,924
+625
+1% +$35.4K 0.92% 32
2016
Q4 		$3.4M Buy
61,299
+1,245
+2% +$69K 0.89% 31
2016
Q3 		$3.25M Buy
60,054
+1,310
+2% +$73.3K 1.05% 28
2016
Q2 		$3.35M Sell
58,744
-15
-0% -$853 0.93% 30
2016
Q1 		$3.51M Sell
58,759
-113,859
-66% -$6.63M 0.99% 29
2015
Q4 		$10.4M Sell
172,618
-445
-0.3% -$27.1K 2.73% 9
2015
Q3 		$9.84M Buy
173,063
+4,444
+3% +$249K 2.87% 6
2015
Q2 		$9.04M Buy
168,619
+5,549
+3% +$282K 2.41% 9
2015
Q1 		$7.72M Buy
163,070
+9,200
+6% +$413K 2.13% 14
2014
Q4 		$6.31M Buy
153,870
+5,450
+4% +$213K 1.77% 18
2014
Q3 		$5.6M Buy
148,420
+470
+0.3% +$18.2K 1.64% 21
2014
Q2 		$5.72M Buy
+147,950
New +$5.37M 1.68% 19

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zevin Asset Management's SBUX Position: Q2 2025 in Review

Zevin Asset Management sold out of Starbucks (SBUX) in Q2 2025, closing a stake of 3,711 shares — an estimated $364K sold.

Zevin Asset Management first reported a position in SBUX in Q2 2014 and held it in 43 quarters. The position peaked at $10.4M in Q4 2015. 2,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2025.

  • Zevin Asset Management reported no remaining Starbucks position as of Q2 2025 after selling out during the quarter.
  • Zevin Asset Management sold 3,711 Starbucks shares in Q2 2025, an estimated $364K.
  • Zevin Asset Management first reported a position in Starbucks in Q2 2014 and held it in 43 quarters.
  • Zevin Asset Management's Starbucks position peaked at $10.4M in Q4 2015.
  • 2,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2025.

Based on Zevin Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.