Certified Advisory Corp’s Starbucks SBUX Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-943	Closed	-$103K	–	626
2021 Q1	$103K	Buy	+943	New	+$99K	0.03%	251
2020 Q2	$65K	Buy	883 +357	+68%	+$26.8K	0.02%	266
2020 Q1	$35K	Buy	526 +129	+32%	+$10.4K	0.01%	334
2019 Q4	$35K	Hold	397	–	–	0.01%	370
2019 Q3	$35K	Buy	397 +1	+0.3%	+$93	0.01%	375
2019 Q2	$33K	Hold	396	–	–	0.01%	380
2019 Q1	$29K	Buy	396 +71	+22%	+$4.88K	0.01%	379
2018 Q4	$21K	Hold	325	–	–	0.01%	423
2018 Q3	$18K	Buy	325 +1	+0.3%	+$53	0.01%	471
2018 Q2	$16K	Sell	324 -906	-74%	-$51.4K	0.01%	468
2018 Q1	$71K	Buy	1,230 +6	+0.5%	+$347	0.04%	225
2017 Q4	$70K	Buy	+1,224	New	+$69.3K	0.05%	194

Other funds holding SBUX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Certified Advisory Corp's SBUX Position: Q2 2021 in Review

Certified Advisory Corp sold out of Starbucks (SBUX) in Q2 2021, closing a stake of 943 shares — an estimated $103K sold.

Certified Advisory Corp first reported a position in SBUX in Q4 2017 and held it in 12 quarters. The position peaked at $103K in Q1 2021. 2,249 funds tracked by Wall St. Rank hold SBUX as of Q2 2021.

Certified Advisory Corp reported no remaining Starbucks position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 943 Starbucks shares in Q2 2021, an estimated $103K.
Certified Advisory Corp first reported a position in Starbucks in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Starbucks position peaked at $103K in Q1 2021.
2,249 funds tracked by Wall St. Rank held Starbucks as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.