Accel Wealth Management’s Starbucks SBUX Stock Holding History

Accel 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
2023 Q2	–	Sell	-700	Closed	-$72.9K	–	726
2023 Q1	$72.9K	Hold	700	–	–	0.03%	394
2022 Q4	$69.4K	Buy	700 +66	+10%	+$6.23K	0.03%	307
2022 Q3	$56K	Buy	634 +39	+7%	+$3.31K	0.03%	344
2022 Q2	$47K	Sell	595 -101	-15%	-$7.76K	0.03%	365
2022 Q1	$64K	Hold	696	–	–	0.03%	323
2021 Q4	$81K	Buy	696 +1	+0.1%	+$113	0.04%	292
2021 Q3	$77K	Sell	695 -25	-3%	-$2.93K	0.05%	257
2021 Q2	$80K	Buy	720 +1	+0.1%	+$113	0.05%	263
2021 Q1	$79K	Buy	719 +100	+16%	+$10.5K	0.06%	248
2020 Q4	$66K	Buy	+619	New	+$59.1K	0.06%	251

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accel Wealth Management's SBUX Position: Q2 2023 in Review

Accel Wealth Management sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 700 shares — an estimated $72.9K sold.

Accel Wealth Management first reported a position in SBUX in Q4 2020 and held it in 10 quarters. The position peaked at $81K in Q4 2021. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Accel Wealth Management reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 700 Starbucks shares in Q2 2023, an estimated $72.9K.
Accel Wealth Management first reported a position in Starbucks in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Starbucks position peaked at $81K in Q4 2021.
2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.