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Buckingham Strategic Wealth’s Starbucks SBUX Stock Holding History

Buckingham Strategic Wealth’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 		$360 Buy
+100
New +$8.14K ﹤0.01% 799

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's SBUX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Starbucks (SBUX) stake by 5.3% in Q2 2024, buying an estimated $112K and bringing the position to 27,178 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #231.

Buckingham Strategic Wealth first reported a position in SBUX in Q1 2015 and has held it in 38 quarters since. The position peaked at $6.78M in Q4 2020. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

  • Buckingham Strategic Wealth held 27,178 shares of Starbucks worth $2.12M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,376 Starbucks shares in Q2 2024, an estimated $112K.
  • Starbucks made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #231 holding.
  • Buckingham Strategic Wealth first reported a position in Starbucks in Q1 2015 and has held it in 38 quarters since.
  • Buckingham Strategic Wealth's Starbucks position peaked at $6.78M in Q4 2020.
  • 2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.