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	–	627
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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Polen Capital Management

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

Royal Bank of Canada

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return