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Hefty Wealth Partners’s Starbucks SBUX Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$682K Buy
11,789
+11,715
+15,831% +$677K 0.44% 70
2017
Q4 		$4K Hold
74
– – ﹤0.01% 223
2017
Q3 		$4K Hold
74
– – ﹤0.01% 218
2017
Q2 		$4K Hold
74
– – ﹤0.01% 205
2017
Q1 		$4K Hold
74
– – ﹤0.01% 205
2016
Q4 		$4K Hold
74
– – ﹤0.01% 200
2016
Q3 		$4K Hold
74
– – ﹤0.01% 204
2016
Q2 		$4K Hold
74
– – ﹤0.01% 175
2016
Q1 		$4K Hold
74
– – ﹤0.01% 182
2015
Q4 		$4K Buy
+74
New +$4.51K ﹤0.01% 170

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hefty Wealth Partners's SBUX Position: Q1 2018 in Review

Hefty Wealth Partners increased its Starbucks (SBUX) stake by 15,831% in Q1 2018, buying an estimated $677K and bringing the position to 11,789 shares worth $682K. The position accounts for 0.44% of the portfolio, ranked #70.

Hefty Wealth Partners first reported a position in SBUX in Q4 2015 and has held it in 10 quarters since. 1,578 funds tracked by Wall St. Rank hold SBUX as of Q1 2018.

  • Hefty Wealth Partners held 11,789 shares of Starbucks worth $682K as of Q1 2018.
  • Hefty Wealth Partners bought 11,715 Starbucks shares in Q1 2018, an estimated $677K.
  • Starbucks made up 0.44% of Hefty Wealth Partners's portfolio in Q1 2018, its #70 holding.
  • Hefty Wealth Partners first reported a position in Starbucks in Q4 2015 and has held it in 10 quarters since.
  • 1,578 funds tracked by Wall St. Rank held Starbucks as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.