Founders Capital Management (Texas)’s Starbucks SBUX Stock Holding History

Founders Capital Management (Texas)’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 Q4	–	Sell	-48	Closed	-$4.38K	–	397
2023 Q3	$4.38K	Buy	+48	New	+$4.71K	﹤0.01%	350
2023 Q2	–	Sell	-80	Closed	-$8K	–	403
2023 Q1	$8K	Hold	80	–	–	0.01%	328
2022 Q4	$8K	Hold	80	–	–	0.01%	319
2022 Q3	$7K	Hold	80	–	–	0.01%	323
2022 Q2	$6K	Buy	+80	New	+$6.14K	﹤0.01%	359

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Founders Capital Management (Texas)'s SBUX Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of Starbucks (SBUX) in Q4 2023, closing a stake of 48 shares — an estimated $4.38K sold.

Founders Capital Management (Texas) first reported a position in SBUX in Q2 2022 and held it in 5 quarters. The position peaked at $8K in Q1 2023. 2,457 funds tracked by Wall St. Rank hold SBUX as of Q4 2023.

Founders Capital Management (Texas) reported no remaining Starbucks position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 48 Starbucks shares in Q4 2023, an estimated $4.38K.
Founders Capital Management (Texas) first reported a position in Starbucks in Q2 2022 and held it in 5 quarters.
Founders Capital Management (Texas)'s Starbucks position peaked at $8K in Q1 2023.
2,457 funds tracked by Wall St. Rank held Starbucks as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.