Kaizen Financial Strategies’s Starbucks SBUX Stock Holding History

Kaizen Financial Strategies’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 Q1	$721K	Buy	+6,600	New	+$693K	0.69%	47

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Kaizen Financial Strategies's SBUX Position: Q1 2021 in Review

Kaizen Financial Strategies opened a new position in Starbucks (SBUX) in Q1 2021: 6,600 shares worth $721K. The stake represents 0.69% of the portfolio and ranks #47 among its holdings.

2,230 funds tracked by Wall St. Rank hold SBUX as of Q1 2021.

Kaizen Financial Strategies held 6,600 shares of Starbucks worth $721K as of Q1 2021.
Starbucks was a new Kaizen Financial Strategies position in Q1 2021.
Starbucks made up 0.69% of Kaizen Financial Strategies's portfolio in Q1 2021, its #47 holding.
2,230 funds tracked by Wall St. Rank held Starbucks as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.