Axiom Advisory’s Starbucks SBUX Stock Holding History

Axiom Advisory’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 Q3	$650K	Buy	7,573 +150	+2%	+$12.9K	0.01%	201
2024 Q2	$605K	Buy	+7,423	New	+$605K	0.01%	203

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Axiom Advisory's SBUX Position: Q3 2024 in Review

Axiom Advisory increased its Starbucks (SBUX) stake by 2% in Q3 2024, buying an estimated $12.9K and bringing the position to 7,573 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #201.

Axiom Advisory first reported a position in SBUX in Q2 2024 and has held it in 2 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

Axiom Advisory held 7,573 shares of Starbucks worth $650K as of Q3 2024.
Axiom Advisory bought 150 Starbucks shares in Q3 2024, an estimated $12.9K.
Starbucks made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #201 holding.
Axiom Advisory first reported a position in Starbucks in Q2 2024 and has held it in 2 quarters since.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.