Clear Perspectives Financial Planning’s Starbucks SBUX Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$43.1K	Hold	414	–	–	0.02%	76
2022 Q4	$41.1K	Hold	414	–	–	0.02%	91
2022 Q3	$35K	Hold	414	–	–	0.02%	95
2022 Q2	$32K	Hold	414	–	–	0.01%	103
2022 Q1	$38K	Hold	414	–	–	0.01%	106
2021 Q4	$48K	Hold	414	–	–	0.02%	105
2021 Q3	$46K	Hold	414	–	–	0.02%	99
2021 Q2	$46K	Hold	414	–	–	0.02%	100
2021 Q1	$45K	Hold	414	–	–	0.03%	91
2020 Q4	$44K	Buy	+414	New	+$39.5K	0.03%	88

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's SBUX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Starbucks (SBUX) position steady in Q1 2023 at 414 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #76.

Clear Perspectives Financial Planning first reported a position in SBUX in Q4 2020 and has held it in 10 quarters since. The position peaked at $48K in Q4 2021. 2,367 funds tracked by Wall St. Rank hold SBUX as of Q1 2023.

Clear Perspectives Financial Planning held 414 shares of Starbucks worth $43.1K as of Q1 2023.
Clear Perspectives Financial Planning left its Starbucks share count unchanged in Q1 2023.
Starbucks made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #76 holding.
Clear Perspectives Financial Planning first reported a position in Starbucks in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Starbucks position peaked at $48K in Q4 2021.
2,367 funds tracked by Wall St. Rank held Starbucks as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.