Core Wealth Advisors (Florida)’s Starbucks SBUX Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-566	Closed	-$51.7K	–	205
2024 Q1	$51.7K	Sell	566 -115	-17%	-$10.7K	0.02%	98
2023 Q4	$65.4K	Buy	681 +451	+196%	+$43.9K	0.02%	86
2023 Q3	$21K	Hold	230	–	–	0.01%	110
2023 Q2	$22.8K	Buy	230 +180	+360%	+$18.7K	0.01%	107
2023 Q1	$5.21K	Hold	50	–	–	﹤0.01%	196
2022 Q4	$4.96K	Hold	50	–	–	﹤0.01%	214
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	186
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	183
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	166
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	178
2021 Q3	$6K	Sell	50 -70	-58%	-$8.2K	﹤0.01%	151
2021 Q2	$13K	Buy	120 +70	+140%	+$7.91K	0.01%	119
2021 Q1	$5K	Hold	50	–	–	﹤0.01%	144
2020 Q4	$5K	Sell	50 -39	-44%	-$3.72K	﹤0.01%	141
2020 Q3	$8K	Hold	89	–	–	0.01%	109
2020 Q2	$7K	Hold	89	–	–	0.01%	96
2020 Q1	$6K	Buy	89 +79	+790%	+$6.39K	﹤0.01%	98
2019 Q4	$1K	Buy	+10	New	+$853	﹤0.01%	128

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SBUX Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 566 shares — an estimated $51.7K sold.

Core Wealth Advisors (Florida) first reported a position in SBUX in Q4 2019 and held it in 18 quarters. The position peaked at $65.4K in Q4 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 566 Starbucks shares in Q2 2024, an estimated $51.7K.
Core Wealth Advisors (Florida) first reported a position in Starbucks in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Starbucks position peaked at $65.4K in Q4 2023.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.