Kathleen S. Wright Associates’s Starbucks SBUX Stock Holding History

Kathleen S. Wright Associates’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
2023 Q4	–	Sell	-9	Closed	-$839	–	215
2023 Q3	$839	Hold	9	–	–	﹤0.01%	184
2023 Q2	$906	Hold	9	–	–	﹤0.01%	164
2023 Q1	$947	Hold	9	–	–	﹤0.01%	161
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	193
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	178
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	148
2022 Q1	$1K	Sell	9 -5	-36%	-$472	﹤0.01%	143
2021 Q4	$2K	Buy	+14	New	+$1.58K	﹤0.01%	137

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kathleen S. Wright Associates's SBUX Position: Q4 2023 in Review

Kathleen S. Wright Associates sold out of Starbucks (SBUX) in Q4 2023, closing a stake of 9 shares — an estimated $839 sold.

Kathleen S. Wright Associates first reported a position in SBUX in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 2,457 funds tracked by Wall St. Rank hold SBUX as of Q4 2023.

Kathleen S. Wright Associates reported no remaining Starbucks position as of Q4 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 9 Starbucks shares in Q4 2023, an estimated $839.
Kathleen S. Wright Associates first reported a position in Starbucks in Q4 2021 and held it in 8 quarters.
Kathleen S. Wright Associates's Starbucks position peaked at $2K in Q4 2021.
2,457 funds tracked by Wall St. Rank held Starbucks as of Q4 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2023, filed 1 Feb 2024.