Advus Financial Partners’s Starbucks SBUX Stock Holding History

Advus Financial Partners’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
2024 Q2	–	Sell	-2,265	Closed	-$207K	–	213
2024 Q1	$207K	Sell	2,265 -256	-10%	-$23.8K	0.06%	196
2023 Q4	$242K	Buy	2,521 +271	+12%	+$26.4K	0.08%	154
2023 Q3	$205K	Sell	2,250 -470	-17%	-$46.1K	0.08%	148
2023 Q2	$269K	Buy	2,720 +129	+5%	+$13.4K	0.1%	120
2023 Q1	$270K	Buy	2,591 +11	+0.4%	+$1.15K	0.11%	112
2022 Q4	$256K	Sell	2,580 -44	-2%	-$4.15K	0.11%	123
2022 Q3	$221K	Buy	+2,624	New	+$223K	0.12%	118

Other funds holding SBUX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advus Financial Partners's SBUX Position: Q2 2024 in Review

Advus Financial Partners sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,265 shares — an estimated $207K sold.

Advus Financial Partners first reported a position in SBUX in Q3 2022 and held it in 7 quarters. The position peaked at $270K in Q1 2023. 2,255 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Advus Financial Partners reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Advus Financial Partners sold 2,265 Starbucks shares in Q2 2024, an estimated $207K.
Advus Financial Partners first reported a position in Starbucks in Q3 2022 and held it in 7 quarters.
Advus Financial Partners's Starbucks position peaked at $270K in Q1 2023.
2,255 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Advus Financial Partners's 13F filing for Q2 2024, filed 25 Aug 2026.