Cahill Financial Advisors’s Starbucks SBUX Stock Holding History

Cahill 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
2021 Q4	–	Sell	-1,368	Closed	-$151K	–	669
2021 Q3	$151K	Buy	+1,368	New	+$160K	0.03%	233
2016 Q4	–	Sell	-6,334	Closed	-$343K	–	130
2016 Q3	$343K	Sell	6,334 -2,320	-27%	-$130K	0.22%	95
2016 Q2	$495K	Sell	8,654 -586	-6%	-$33.3K	0.35%	74
2016 Q1	$552K	Sell	9,240 -485	-5%	-$28.2K	0.41%	63
2015 Q4	$584K	Sell	9,725 -98	-1%	-$5.97K	0.48%	56
2015 Q3	$559K	Buy	9,823 +502	+5%	+$28.1K	0.45%	61
2015 Q2	$500K	Sell	9,321 -957	-9%	-$48.6K	0.37%	68
2015 Q1	$487K	Buy	10,278 +602	+6%	+$27K	0.37%	69
2014 Q4	$397K	Buy	9,676 +204	+2%	+$7.97K	0.31%	74
2014 Q3	$358K	Buy	9,472 +2	+0%	+$77	0.29%	75
2014 Q2	$367K	Buy	9,470 +822	+10%	+$29.9K	0.29%	78
2014 Q1	$318K	Sell	8,648 -196	-2%	-$7.25K	0.27%	80
2013 Q4	$347K	Buy	+8,844	New	+$350K	0.3%	78

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return