Daniel L. Goodwin’s Starbucks SBUX Stock Holding History

Daniel L. Goodwin’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 Q3	$593K	Hold	6,500	–	–	0.29%	42
2023 Q2	$644K	Hold	6,500	–	–	0.31%	39
2023 Q1	$677K	Hold	6,500	–	–	0.34%	38
2022 Q4	$645K	Buy	6,500 +1,000	+18%	+$94.4K	0.33%	40
2022 Q3	$464K	Hold	5,500	–	–	0.27%	49
2022 Q2	$420K	Hold	5,500	–	–	0.23%	56
2022 Q1	$500K	Hold	5,500	–	–	0.22%	51
2021 Q4	$643K	Hold	5,500	–	–	0.28%	50
2021 Q3	$607K	Hold	5,500	–	–	0.28%	49
2021 Q2	$615K	Hold	5,500	–	–	0.29%	55
2021 Q1	$601K	Hold	5,500	–	–	0.31%	54
2020 Q4	$588K	Hold	5,500	–	–	0.35%	51
2020 Q3	$473K	Hold	5,500	–	–	0.33%	58
2020 Q2	$405K	Hold	5,500	–	–	0.26%	63
2020 Q1	$361K	Buy	5,500 +2,000	+57%	+$162K	0.29%	56
2019 Q4	$308K	Hold	3,500	–	–	0.13%	68
2019 Q3	$309K	Hold	3,500	–	–	0.14%	71
2019 Q2	$293K	Hold	3,500	–	–	0.13%	72
2019 Q1	$260K	Hold	3,500	–	–	0.12%	75
2018 Q4	$225K	Buy	+3,500	New	+$219K	0.12%	76
2018 Q2	–	Sell	-3,500	Closed	-$203K	–	98
2018 Q1	$203K	Hold	3,500	–	–	0.1%	83
2017 Q4	$201K	Buy	+3,500	New	+$198K	0.09%	85
2017 Q3	–	Sell	-3,500	Closed	-$204K	–	94
2017 Q2	$204K	Hold	3,500	–	–	0.09%	87
2017 Q1	$204K	Buy	+3,500	New	+$198K	0.09%	79

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Daniel L. Goodwin's SBUX Position: Q3 2023 in Review

Daniel L. Goodwin held its Starbucks (SBUX) position steady in Q3 2023 at 6,500 shares worth $593K. The position accounts for 0.29% of the portfolio, ranked #42.

Daniel L. Goodwin first reported a position in SBUX in Q1 2017 and has held it in 24 quarters since. The position peaked at $677K in Q1 2023. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

Daniel L. Goodwin held 6,500 shares of Starbucks worth $593K as of Q3 2023.
Daniel L. Goodwin left its Starbucks share count unchanged in Q3 2023.
Starbucks made up 0.29% of Daniel L. Goodwin's portfolio in Q3 2023, its #42 holding.
Daniel L. Goodwin first reported a position in Starbucks in Q1 2017 and has held it in 24 quarters since.
Daniel L. Goodwin's Starbucks position peaked at $677K in Q1 2023.
2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.