BCS Wealth Management’s Starbucks SBUX Stock Holding History

BCS 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 Q1	–	Sell	-2,035	Closed	-$202K	–	192
2022 Q4	$202K	Buy	+2,035	New	+$192K	0.08%	185
2022 Q1	–	Sell	-2,136	Closed	-$250K	–	205
2021 Q4	$250K	Buy	2,136 +22	+1%	+$2.48K	0.09%	176
2021 Q3	$233K	Sell	2,114 -58	-3%	-$6.79K	0.1%	155
2021 Q2	$243K	Buy	+2,172	New	+$246K	0.13%	138

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

Norges Bank Oslo, Norway $935B AUM

BCS Wealth Management's SBUX Position: Q1 2023 in Review

BCS Wealth Management sold out of Starbucks (SBUX) in Q1 2023, closing a stake of 2,035 shares — an estimated $202K sold.

BCS Wealth Management first reported a position in SBUX in Q2 2021 and held it in 4 quarters. The position peaked at $250K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold SBUX as of Q1 2023.

BCS Wealth Management reported no remaining Starbucks position as of Q1 2023 after selling out during the quarter.
BCS Wealth Management sold 2,035 Starbucks shares in Q1 2023, an estimated $202K.
BCS Wealth Management first reported a position in Starbucks in Q2 2021 and held it in 4 quarters.
BCS Wealth Management's Starbucks position peaked at $250K in Q4 2021.
2,367 funds tracked by Wall St. Rank held Starbucks as of Q1 2023.

Based on BCS Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.