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Index Fund Advisors’s Starbucks SBUX Stock Holding History

Index Fund 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
2022
Q4 		– Sell
-7,199
Closed -$607K – 95
2022
Q3 		$607K Sell
7,199
-300
-4% -$25.5K 0.05% 43
2022
Q2 		$573K Buy
7,499
+7
+0.1% +$538 0.04% 45
2022
Q1 		$682K Sell
7,492
-361
-5% -$34.1K 0.05% 44
2021
Q4 		$919K Buy
+7,853
New +$885K 0.07% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Index Fund Advisors's SBUX Position: Q4 2022 in Review

Index Fund Advisors sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 7,199 shares — an estimated $607K sold.

Index Fund Advisors first reported a position in SBUX in Q4 2021 and held it in 4 quarters. The position peaked at $919K in Q4 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

  • Index Fund Advisors reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
  • Index Fund Advisors sold 7,199 Starbucks shares in Q4 2022, an estimated $607K.
  • Index Fund Advisors first reported a position in Starbucks in Q4 2021 and held it in 4 quarters.
  • Index Fund Advisors's Starbucks position peaked at $919K in Q4 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Index Fund Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.