Janiczek Wealth Management’s Starbucks SBUX Stock Holding History

Janiczek Wealth Management’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	$29.1K	Sell	374 -9	-2%	-$733	0.01%	492
2024 Q1	$35K	Sell	383 -51	-12%	-$4.74K	0.01%	470
2023 Q4	$41.7K	Sell	434 -71	-14%	-$6.91K	0.01%	417
2023 Q3	$46.1K	Buy	505 +137	+37%	+$13.4K	0.01%	372
2023 Q2	$36.5K	Hold	368	–	–	0.01%	357
2023 Q1	$39.5K	Hold	368	–	–	0.01%	345
2022 Q4	$39K	Buy	368 +6	+2%	+$566	0.01%	352
2022 Q3	$32K	Hold	362	–	–	0.01%	371
2022 Q2	$31K	Hold	362	–	–	0.01%	391
2022 Q1	$33K	Buy	362 +1	+0.3%	+$94	0.01%	377
2021 Q4	$42K	Hold	361	–	–	0.01%	346
2021 Q3	$40K	Buy	361 +221	+158%	+$25.9K	0.01%	329
2021 Q2	$16K	Buy	140 +84	+150%	+$9.5K	0.01%	479
2021 Q1	$6K	Hold	56	–	–	﹤0.01%	621
2020 Q4	$6K	Buy	+56	New	+$5.35K	﹤0.01%	568

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

Janiczek Wealth Management's SBUX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Starbucks (SBUX) stake by 2.3% in Q2 2024, selling an estimated $733 and leaving 374 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #492.

Janiczek Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 15 quarters since. The position peaked at $46.1K in Q3 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Janiczek Wealth Management held 374 shares of Starbucks worth $29.1K as of Q2 2024.
Janiczek Wealth Management sold 9 Starbucks shares in Q2 2024, an estimated $733.
Starbucks made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #492 holding.
Janiczek Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Starbucks position peaked at $46.1K in Q3 2023.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.