FFA
SBUX icon

Freedman Financial Associates’s Starbucks SBUX Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-447
Closed -$39K – 336
2022
Q1 		$39K Hold
447
– – 0.03% 233
2021
Q4 		$52K Hold
447
– – 0.04% 196
2021
Q3 		$49K Buy
447
+47
+12% +$5.5K 0.04% 200
2021
Q2 		$45K Hold
400
– – 0.03% 205
2021
Q1 		$44K Hold
400
– – 0.04% 212
2020
Q4 		$43K Buy
+400
New +$38.2K 0.04% 201

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedman Financial Associates's SBUX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Starbucks (SBUX) in Q2 2022, closing a stake of 447 shares — an estimated $39K sold.

Freedman Financial Associates first reported a position in SBUX in Q4 2020 and held it in 6 quarters. The position peaked at $52K in Q4 2021. 2,140 funds tracked by Wall St. Rank hold SBUX as of Q2 2022.

  • Freedman Financial Associates reported no remaining Starbucks position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 447 Starbucks shares in Q2 2022, an estimated $39K.
  • Freedman Financial Associates first reported a position in Starbucks in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Starbucks position peaked at $52K in Q4 2021.
  • 2,140 funds tracked by Wall St. Rank held Starbucks as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.