Foguth Wealth Management’s Starbucks SBUX Stock Holding History

Foguth 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
2024 Q2	–	Sell	-8,536	Closed	-$780K	–	152
2024 Q1	$780K	Buy	+8,536	New	+$794K	0.42%	54

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

Foguth Wealth Management's SBUX Position: Q2 2024 in Review

Foguth Wealth Management sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 8,536 shares — an estimated $780K sold.

Foguth Wealth Management first reported a position in SBUX in Q1 2024 and held it in 1 quarter. The position peaked at $780K in Q1 2024. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Foguth Wealth Management reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Foguth Wealth Management sold 8,536 Starbucks shares in Q2 2024, an estimated $780K.
Foguth Wealth Management first reported a position in Starbucks in Q1 2024 and held it in 1 quarter.
Foguth Wealth Management's Starbucks position peaked at $780K in Q1 2024.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Foguth Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.