KFG Wealth Management’s Starbucks SBUX Stock Holding History

KFG 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
2023 Q4	–	Sell	-3,083	Closed	-$281K	–	140
2023 Q3	$281K	Buy	3,083 +241	+8%	+$23.7K	0.15%	102
2023 Q2	$282K	Buy	+2,842	New	+$295K	0.16%	95

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

KFG Wealth Management's SBUX Position: Q4 2023 in Review

KFG Wealth Management sold out of Starbucks (SBUX) in Q4 2023, closing a stake of 3,083 shares — an estimated $281K sold.

KFG Wealth Management first reported a position in SBUX in Q2 2023 and held it in 2 quarters. The position peaked at $282K in Q2 2023. 2,458 funds tracked by Wall St. Rank hold SBUX as of Q4 2023.

KFG Wealth Management reported no remaining Starbucks position as of Q4 2023 after selling out during the quarter.
KFG Wealth Management sold 3,083 Starbucks shares in Q4 2023, an estimated $281K.
KFG Wealth Management first reported a position in Starbucks in Q2 2023 and held it in 2 quarters.
KFG Wealth Management's Starbucks position peaked at $282K in Q2 2023.
2,458 funds tracked by Wall St. Rank held Starbucks as of Q4 2023.

Based on KFG Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.