Cardinal Strategic Wealth Guidance’s Starbucks SBUX Stock Holding History

Cardinal Strategic Wealth Guidance’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 Q2	–	Sell	-2,508	Closed	-$228K	–	98
2022 Q1	$228K	Sell	2,508 -105	-4%	-$9.91K	0.1%	67
2021 Q4	$306K	Sell	2,613 -132	-5%	-$14.9K	0.14%	60
2021 Q3	$303K	Hold	2,745	–	–	0.16%	58
2021 Q2	$307K	Hold	2,745	–	–	0.16%	56
2021 Q1	$300K	Sell	2,745 -70	-2%	-$7.35K	0.18%	55
2020 Q4	$301K	Sell	2,815 -488	-15%	-$46.6K	0.18%	44
2020 Q3	$284K	Sell	3,303 -781	-19%	-$62.3K	0.2%	46
2020 Q2	$301K	Sell	4,084 -134	-3%	-$10.1K	0.22%	42
2020 Q1	$277K	Sell	4,218 -318	-7%	-$25.7K	0.25%	42
2019 Q4	$399K	Buy	+4,536	New	+$387K	0.34%	42

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SBUX Position: Q2 2022 in Review

Cardinal Strategic Wealth Guidance sold out of Starbucks (SBUX) in Q2 2022, closing a stake of 2,508 shares — an estimated $228K sold.

Cardinal Strategic Wealth Guidance first reported a position in SBUX in Q4 2019 and held it in 10 quarters. The position peaked at $399K in Q4 2019. 2,140 funds tracked by Wall St. Rank hold SBUX as of Q2 2022.

Cardinal Strategic Wealth Guidance reported no remaining Starbucks position as of Q2 2022 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 2,508 Starbucks shares in Q2 2022, an estimated $228K.
Cardinal Strategic Wealth Guidance first reported a position in Starbucks in Q4 2019 and held it in 10 quarters.
Cardinal Strategic Wealth Guidance's Starbucks position peaked at $399K in Q4 2019.
2,140 funds tracked by Wall St. Rank held Starbucks as of Q2 2022.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2022, filed 27 Jul 2022.