BDO Wealth Advisors’s Starbucks SBUX Stock Holding History

BDO Wealth 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
2023 Q2	$530K	Buy	5,350 +2,276	+74%	+$236K	0.06%	172
2023 Q1	$320K	Sell	3,074 -268	-8%	-$27.9K	0.04%	201
2022 Q4	$331K	Sell	3,342 -99	-3%	-$9.34K	0.04%	212
2022 Q3	$290K	Sell	3,441 -249	-7%	-$21.2K	0.04%	213
2022 Q2	$282K	Sell	3,690 -275	-7%	-$21.1K	0.03%	218
2022 Q1	$361K	Buy	3,965 +90	+2%	+$8.49K	0.04%	209
2021 Q4	$453K	Sell	3,875 -180	-4%	-$20.3K	0.05%	193
2021 Q3	$447K	Sell	4,055 -170	-4%	-$19.9K	0.05%	193
2021 Q2	$472K	Sell	4,225 -199	-4%	-$22.5K	0.05%	191
2021 Q1	$483K	Buy	4,424 +3,524	+392%	+$370K	0.06%	180
2020 Q4	$96K	Buy	900 +126	+16%	+$12K	0.01%	294
2020 Q3	$66K	Buy	774 +47	+6%	+$3.75K	0.01%	304
2020 Q2	$54K	Buy	727 +3	+0.4%	+$225	0.01%	319
2020 Q1	$48K	Buy	724 +693	+2,235%	+$56K	0.01%	339
2019 Q4	$3K	Hold	31	–	–	﹤0.01%	545
2019 Q3	$3K	Hold	31	–	–	﹤0.01%	582
2019 Q2	$3K	Buy	31 +1	+3%	+$78	﹤0.01%	568
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	570
2018 Q4	$2K	Sell	30 -96	-76%	-$6.01K	﹤0.01%	504
2018 Q3	$7K	Buy	126 +1	+0.8%	+$53	﹤0.01%	486
2018 Q2	$6K	Buy	125 +27	+28%	+$1.53K	﹤0.01%	498
2018 Q1	$6K	Buy	+98	New	+$5.67K	﹤0.01%	431
2017 Q3	–	Sell	-96	Closed	-$6K	–	525
2017 Q2	$6K	Buy	+96	New	+$5.8K	﹤0.01%	417

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

BDO Wealth Advisors's SBUX Position: Q2 2023 in Review

BDO Wealth Advisors increased its Starbucks (SBUX) stake by 74% in Q2 2023, buying an estimated $236K and bringing the position to 5,350 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #172.

BDO Wealth Advisors first reported a position in SBUX in Q2 2017 and has held it in 23 quarters since. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

BDO Wealth Advisors held 5,350 shares of Starbucks worth $530K as of Q2 2023.
BDO Wealth Advisors bought 2,276 Starbucks shares in Q2 2023, an estimated $236K.
Starbucks made up 0.06% of BDO Wealth Advisors's portfolio in Q2 2023, its #172 holding.
BDO Wealth Advisors first reported a position in Starbucks in Q2 2017 and has held it in 23 quarters since.
2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.