Consilio Wealth Advisors’s Starbucks SBUX Stock Holding History

Consilio 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
2024 Q1	–	Sell	-2,109	Closed	-$202K	–	64
2023 Q4	$202K	Buy	+2,109	New	+$205K	0.1%	52

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Consilio Wealth Advisors's SBUX Position: Q1 2024 in Review

Consilio Wealth Advisors sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 2,109 shares — an estimated $202K sold.

Consilio Wealth Advisors first reported a position in SBUX in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 2,442 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

Consilio Wealth Advisors reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
Consilio Wealth Advisors sold 2,109 Starbucks shares in Q1 2024, an estimated $202K.
Consilio Wealth Advisors first reported a position in Starbucks in Q4 2023 and held it in 1 quarter.
Consilio Wealth Advisors's Starbucks position peaked at $202K in Q4 2023.
2,442 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Consilio Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.