Insight Advisors’s Starbucks SBUX Stock Holding History

Insight 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
2024 Q2	–	Sell	-2,717	Closed	-$248K	–	305
2024 Q1	$248K	Hold	2,717	–	–	0.05%	257
2023 Q4	$261K	Sell	2,717 -200	-7%	-$19.5K	0.06%	231
2023 Q3	$266K	Sell	2,917 -900	-24%	-$88.3K	0.06%	221
2023 Q2	$378K	Sell	3,817 -1,020	-21%	-$106K	0.08%	182
2023 Q1	$504K	Buy	4,837 +1,064	+28%	+$111K	0.12%	139
2022 Q4	$380K	Sell	3,773 -51	-1%	-$4.81K	0.13%	203
2022 Q3	$322K	Sell	3,824 -15	-0.4%	-$1.27K	0.13%	204
2022 Q2	$334K	Sell	3,839 -42	-1%	-$3.23K	0.11%	213
2022 Q1	$353K	Buy	3,881 +71	+2%	+$6.7K	0.11%	228
2021 Q4	$446K	Sell	3,810 -493	-11%	-$55.6K	0.13%	189
2021 Q3	$483K	Sell	4,303 -2,641	-38%	-$309K	0.14%	180
2021 Q2	$836K	Buy	6,944 +1	+0%	+$113	0.26%	100
2021 Q1	$795K	Buy	6,943 +880	+15%	+$92.4K	0.25%	111
2020 Q4	$649K	Buy	+6,063	New	+$579K	0.25%	105

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Advisors's SBUX Position: Q2 2024 in Review

Insight Advisors sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,717 shares — an estimated $248K sold.

Insight Advisors first reported a position in SBUX in Q4 2020 and held it in 14 quarters. The position peaked at $836K in Q2 2021. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Insight Advisors reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Insight Advisors sold 2,717 Starbucks shares in Q2 2024, an estimated $248K.
Insight Advisors first reported a position in Starbucks in Q4 2020 and held it in 14 quarters.
Insight Advisors's Starbucks position peaked at $836K in Q2 2021.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Insight Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.