C2C Wealth Management’s Starbucks SBUX Stock Holding History

C2C 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 Q4	–	Sell	-9,037	Closed	-$823K	–	204
2023 Q3	$823K	Hold	9,037	–	–	0.12%	93
2023 Q2	$916K	Sell	9,037 -278	-3%	-$28.9K	0.12%	88
2023 Q1	$984K	Buy	9,315 +2,021	+28%	+$210K	0.16%	83
2022 Q4	$765K	Sell	7,294 -312	-4%	-$29.4K	0.13%	75
2022 Q3	$673K	Sell	7,606 -1,234	-14%	-$105K	0.13%	84
2022 Q2	$730K	Buy	8,840 +185	+2%	+$14.2K	0.13%	83
2022 Q1	$696K	Sell	8,655 -226	-3%	-$21.3K	0.12%	94
2021 Q4	$1.04M	Buy	+8,881	New	+$1M	0.15%	79

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

C2C Wealth Management's SBUX Position: Q4 2023 in Review

C2C Wealth Management sold out of Starbucks (SBUX) in Q4 2023, closing a stake of 9,037 shares — an estimated $823K sold.

C2C Wealth Management first reported a position in SBUX in Q4 2021 and held it in 8 quarters. The position peaked at $1.04M in Q4 2021. 2,457 funds tracked by Wall St. Rank hold SBUX as of Q4 2023.

C2C Wealth Management reported no remaining Starbucks position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 9,037 Starbucks shares in Q4 2023, an estimated $823K.
C2C Wealth Management first reported a position in Starbucks in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Starbucks position peaked at $1.04M in Q4 2021.
2,457 funds tracked by Wall St. Rank held Starbucks as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.