Baron Silver Stevens Financial Advisors’s Starbucks SBUX Stock Holding History

Baron Silver Stevens Financial Advisors’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	-2,374	Closed	-$217K	–	125
2024 Q1	$217K	Buy	2,374 +98	+4%	+$9.12K	0.04%	116
2023 Q4	$219K	Buy	+2,276	New	+$222K	0.05%	103
2023 Q2	–	Sell	-2,107	Closed	-$219K	–	112
2023 Q1	$219K	Buy	2,107 +46	+2%	+$4.79K	0.06%	100
2022 Q4	$204K	Buy	+2,061	New	+$195K	0.05%	95
2021 Q1	–	Sell	-1,525	Closed	-$163K	–	380
2020 Q4	$163K	Buy	+1,525	New	+$146K	0.06%	72

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Baron Silver Stevens Financial Advisors's SBUX Position: Q2 2024 in Review

Baron Silver Stevens Financial Advisors sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,374 shares — an estimated $217K sold.

Baron Silver Stevens Financial Advisors first reported a position in SBUX in Q4 2020 and held it in 5 quarters. The position peaked at $219K in Q1 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Baron Silver Stevens Financial Advisors reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,374 Starbucks shares in Q2 2024, an estimated $217K.
Baron Silver Stevens Financial Advisors first reported a position in Starbucks in Q4 2020 and held it in 5 quarters.
Baron Silver Stevens Financial Advisors's Starbucks position peaked at $219K in Q1 2023.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.