Clarus Wealth Advisors’s Starbucks SBUX Stock Holding History

Clarus Wealth 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
2023 Q2	$467K	Buy	4,866 +495	+11%	+$51.4K	0.28%	77
2023 Q1	$458K	Buy	4,371 +42	+1%	+$4.37K	0.29%	73
2022 Q4	$459K	Sell	4,329 -676	-14%	-$63.8K	0.3%	68
2022 Q3	$436K	Buy	+5,005	New	+$425K	0.31%	62
2021 Q2	–	Sell	-3,703	Closed	-$419K	–	128
2021 Q1	$419K	Sell	3,703 -350	-9%	-$36.7K	0.26%	70
2020 Q4	$424K	Sell	4,053 -42	-1%	-$4.01K	0.28%	67
2020 Q3	$356K	Buy	4,095 +1,338	+49%	+$107K	0.28%	74
2020 Q2	$205K	Buy	+2,757	New	+$207K	0.17%	118
2020 Q1	–	Sell	-5,064	Closed	-$458K	–	141
2019 Q4	$458K	Buy	5,064 +2,361	+87%	+$201K	0.3%	87
2019 Q3	$239K	Buy	2,703 +2,272	+527%	+$211K	0.17%	116
2019 Q2	$36K	Sell	431 -226	-34%	-$17.7K	0.03%	308
2019 Q1	$49K	Buy	657 +3	+0.5%	+$206	0.04%	298
2018 Q4	$42K	Buy	654 +3	+0.5%	+$188	0.07%	285
2018 Q3	$37K	Buy	651 +40	+7%	+$2.12K	0.02%	344
2018 Q2	$35K	Buy	+611	New	+$34.7K	0.03%	340

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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarus Wealth Advisors's SBUX Position: Q2 2023 in Review

Clarus Wealth Advisors increased its Starbucks (SBUX) stake by 11% in Q2 2023, buying an estimated $51.4K and bringing the position to 4,866 shares worth $467K. The position accounts for 0.28% of the portfolio, ranked #77.

Clarus Wealth Advisors first reported a position in SBUX in Q2 2018 and has held it in 15 quarters since. 2,350 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Clarus Wealth Advisors held 4,866 shares of Starbucks worth $467K as of Q2 2023.
Clarus Wealth Advisors bought 495 Starbucks shares in Q2 2023, an estimated $51.4K.
Starbucks made up 0.28% of Clarus Wealth Advisors's portfolio in Q2 2023, its #77 holding.
Clarus Wealth Advisors first reported a position in Starbucks in Q2 2018 and has held it in 15 quarters since.
2,350 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.