CFO4Life’s Starbucks SBUX Stock Holding History

CFO4Life’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	$249K	Buy	+2,507	New	+$237K	0.05%	147
2016 Q1	–	Sell	-3,916	Closed	-$235K	–	99
2015 Q4	$235K	Buy	3,916 +13	+0.3%	+$792	0.22%	61
2015 Q3	$222K	Sell	3,903 -930	-19%	-$52.1K	0.24%	63
2015 Q2	$259K	Buy	4,833 +15	+0.3%	+$761	0.22%	69
2015 Q1	$228K	Sell	4,818 -1,292	-21%	-$58K	0.19%	72
2014 Q4	$251K	Buy	+6,110	New	+$239K	0.21%	64

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

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

CFO4Life's SBUX Position: Q4 2022 in Review

CFO4Life opened a new position in Starbucks (SBUX) in Q4 2022: 2,507 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: CFO4Life previously reported a position in SBUX as recently as Q4 2015.

CFO4Life first reported a position in SBUX in Q4 2014 and has held it in 6 quarters since. The position peaked at $259K in Q2 2015. 2,333 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

CFO4Life held 2,507 shares of Starbucks worth $249K as of Q4 2022.
Starbucks was a new CFO4Life position in Q4 2022.
Starbucks made up 0.05% of CFO4Life's portfolio in Q4 2022, its #147 holding.
CFO4Life first reported a position in Starbucks in Q4 2014 and has held it in 6 quarters since.
CFO4Life's Starbucks position peaked at $259K in Q2 2015.
2,333 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.