Financial Security Advisor’s Starbucks SBUX Stock Holding History

Financial Security Advisor’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	-2,179	Closed	-$209K	–	114
2023 Q4	$209K	Buy	+2,179	New	+$212K	0.08%	93

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Security Advisor's SBUX Position: Q1 2024 in Review

Financial Security Advisor sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 2,179 shares — an estimated $209K sold.

Financial Security Advisor first reported a position in SBUX in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 2,446 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

Financial Security Advisor reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
Financial Security Advisor sold 2,179 Starbucks shares in Q1 2024, an estimated $209K.
Financial Security Advisor first reported a position in Starbucks in Q4 2023 and held it in 1 quarter.
Financial Security Advisor's Starbucks position peaked at $209K in Q4 2023.
2,446 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Financial Security Advisor's 13F filing for Q1 2024, filed 18 Apr 2024.