Koch Industries’s Starbucks SBUX Stock Holding History

Koch Industries’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
2018 Q2	–	Sell	-20,997	Closed	-$1.22M	–	521
2018 Q1	$1.22M	Buy	20,997 +15,532	+284%	+$898K	0.12%	77
2017 Q4	$314K	Buy	+5,465	New	+$309K	0.05%	433
2017 Q2	–	Sell	-4,718	Closed	-$275K	–	536
2017 Q1	$275K	Buy	+4,718	New	+$267K	0.23%	126

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

MAM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Koch Industries's SBUX Position: Q2 2018 in Review

Koch Industries sold out of Starbucks (SBUX) in Q2 2018, closing a stake of 20,997 shares — an estimated $1.22M sold.

Koch Industries first reported a position in SBUX in Q1 2017 and held it in 3 quarters. The position peaked at $1.22M in Q1 2018. 1,496 funds tracked by Wall St. Rank hold SBUX as of Q2 2018.

Koch Industries reported no remaining Starbucks position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 20,997 Starbucks shares in Q2 2018, an estimated $1.22M.
Koch Industries first reported a position in Starbucks in Q1 2017 and held it in 3 quarters.
Koch Industries's Starbucks position peaked at $1.22M in Q1 2018.
1,496 funds tracked by Wall St. Rank held Starbucks as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.