Capital Directions Investment Advisors’s Starbucks SBUX Stock Holding History

Capital Directions Investment 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
2022 Q4	$40.7K	Buy	+410	New	+$38.7K	0.02%	132
2022 Q3	–	Sell	-410	Closed	-$34.8K	–	165
2022 Q2	$31K	Sell	410 -75	-15%	-$5.76K	0.01%	151
2022 Q1	$44K	Buy	+485	New	+$45.8K	0.01%	152
2021 Q4	–	Sell	-290	Closed	-$32K	–	185
2021 Q3	$32K	Buy	+290	New	+$34K	0.01%	165

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Capital Directions Investment Advisors's SBUX Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Starbucks (SBUX) in Q4 2022: 410 shares worth $40.7K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SBUX as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SBUX in Q3 2021 and has held it in 4 quarters since. The position peaked at $44K in Q1 2022. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

Capital Directions Investment Advisors held 410 shares of Starbucks worth $40.7K as of Q4 2022.
Starbucks was a new Capital Directions Investment Advisors position in Q4 2022.
Starbucks made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #132 holding.
Capital Directions Investment Advisors first reported a position in Starbucks in Q3 2021 and has held it in 4 quarters since.
Capital Directions Investment Advisors's Starbucks position peaked at $44K in Q1 2022.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.