HSA
SBUX icon

Holt-Smith Advisors’s Starbucks SBUX Stock Holding History

Holt-Smith 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
2013
Q2 		$883K Buy
+26,950
New +$837K 1.25% 19

Other funds holding SBUX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Holt-Smith Advisors's SBUX Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Starbucks (SBUX) in Q2 2013: 26,950 shares worth $883K. The stake represents 1.25% of the portfolio and ranks #19 among its holdings.

859 funds tracked by Wall St. Rank hold SBUX as of Q2 2013.

  • Holt-Smith Advisors held 26,950 shares of Starbucks worth $883K as of Q2 2013.
  • Starbucks was a new Holt-Smith Advisors position in Q2 2013.
  • Starbucks made up 1.25% of Holt-Smith Advisors's portfolio in Q2 2013, its #19 holding.
  • 859 funds tracked by Wall St. Rank held Starbucks as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.