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Hochman Cole Investment Advisors’s Starbucks SBUX Stock Holding History

Hochman Cole Investment Advisors’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
2021
Q3 		$208K Hold
1,887
– – 0.08% 125
2021
Q2 		$211K Sell
1,887
-200
-10% -$22.6K 0.08% 124
2021
Q1 		$228K Hold
2,087
– – 0.1% 117
2020
Q4 		$223K Buy
+2,087
New +$199K 0.1% 115

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Hochman Cole Investment Advisors's SBUX Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its Starbucks (SBUX) position steady in Q3 2021 at 1,887 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #125.

Hochman Cole Investment Advisors first reported a position in SBUX in Q4 2020 and has held it in 4 quarters since. The position peaked at $228K in Q1 2021. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q3 2021.

  • Hochman Cole Investment Advisors held 1,887 shares of Starbucks worth $208K as of Q3 2021.
  • Hochman Cole Investment Advisors left its Starbucks share count unchanged in Q3 2021.
  • Starbucks made up 0.08% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #125 holding.
  • Hochman Cole Investment Advisors first reported a position in Starbucks in Q4 2020 and has held it in 4 quarters since.
  • Hochman Cole Investment Advisors's Starbucks position peaked at $228K in Q1 2021.
  • 2,252 funds tracked by Wall St. Rank held Starbucks as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.