DCF Advisers’s Starbucks SBUX Stock Holding History

DCF Advisers’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
2026 Q1	$896K	Buy	10,000 +5,000	+100%	+$473K	0.24%	61
2025 Q4	$421K	Buy	+5,000	New	+$422K	0.11%	83
2022 Q3	–	Sell	-6,500	Closed	-$497K	–	90
2022 Q2	$497K	Buy	+6,500	New	+$499K	0.3%	50

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCF Advisers's SBUX Position: Q2 2023 in Review

DCF Advisers sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 2,000 shares — an estimated $208K sold.

DCF Advisers first reported a position in SBUX in Q1 2023 and held it in 1 quarter. The position peaked at $208K in Q1 2023. 2,349 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

DCF Advisers reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
DCF Advisers sold 2,000 Starbucks shares in Q2 2023, an estimated $208K.
DCF Advisers first reported a position in Starbucks in Q1 2023 and held it in 1 quarter.
DCF Advisers's Starbucks position peaked at $208K in Q1 2023.
2,349 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on DCF Advisers's 13F filing for Q2 2023, filed 9 Aug 2023.