Doyle Wealth Management’s Starbucks SBUX Stock Holding History

Doyle Wealth Management’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
2022 Q3	$7.92M	Sell	93,960 -1,530	-2%	-$130K	0.68%	52
2022 Q2	$7.29M	Sell	95,490 -2,173	-2%	-$167K	0.59%	58
2022 Q1	$8.88M	Buy	97,663 +2,818	+3%	+$266K	0.64%	54
2021 Q4	$11.1M	Buy	94,845 +1,145	+1%	+$129K	0.8%	48
2021 Q3	$10.3M	Buy	93,700 +985	+1%	+$115K	0.82%	48
2021 Q2	$10.4M	Buy	92,715 +1,947	+2%	+$220K	0.86%	47
2021 Q1	$9.92M	Buy	90,768 +772	+0.9%	+$81.1K	0.95%	41
2020 Q4	$9.63M	Buy	89,996 +1,242	+1%	+$119K	0.98%	36
2020 Q3	$7.63M	Buy	88,754 +9,974	+13%	+$796K	0.89%	44
2020 Q2	$5.8M	Buy	+78,780	New	+$5.92M	0.76%	46
2019 Q3	–	Sell	-1,010	Closed	-$85K	–	643
2019 Q2	$85K	Buy	+1,010	New	+$79.2K	0.01%	283
2019 Q1	–	Sell	-650	Closed	-$42K	–	627
2018 Q4	$42K	Buy	+650	New	+$40.7K	0.01%	391

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Doyle Wealth Management's SBUX Position: Q3 2022 in Review

Doyle Wealth Management reduced its Starbucks (SBUX) stake by 1.6% in Q3 2022, selling an estimated $130K and leaving 93,960 shares worth $7.92M. The position accounts for 0.68% of the portfolio, ranked #52.

Doyle Wealth Management first reported a position in SBUX in Q4 2018 and has held it in 12 quarters since. The position peaked at $11.1M in Q4 2021. 2,160 funds tracked by Wall St. Rank hold SBUX as of Q3 2022.

Doyle Wealth Management held 93,960 shares of Starbucks worth $7.92M as of Q3 2022.
Doyle Wealth Management sold 1,530 Starbucks shares in Q3 2022, an estimated $130K.
Starbucks made up 0.68% of Doyle Wealth Management's portfolio in Q3 2022, its #52 holding.
Doyle Wealth Management first reported a position in Starbucks in Q4 2018 and has held it in 12 quarters since.
Doyle Wealth Management's Starbucks position peaked at $11.1M in Q4 2021.
2,160 funds tracked by Wall St. Rank held Starbucks as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.