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Laidlaw Wealth Management’s Starbucks SBUX Stock Holding History

Laidlaw 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 		– Sell
-2,248
Closed -$205K – 186
2024
Q1 		$205K Sell
2,248
-11,984
-84% -$1.11M 0.11% 162
2023
Q4 		$1.37M Sell
14,232
-122
-0.8% -$11.9K 0.5% 57
2023
Q3 		$1.31M Sell
14,354
-10,991
-43% -$1.08M 0.43% 69
2023
Q2 		$2.51M Buy
25,345
+4,822
+23% +$500K 0.49% 51
2023
Q1 		$2.14M Sell
20,523
-489
-2% -$50.9K 0.44% 61
2022
Q4 		$2.08M Buy
21,012
+42
+0.2% +$3.96K 0.45% 61
2022
Q3 		$1.77M Buy
20,970
+2,399
+13% +$204K 0.41% 70
2022
Q2 		$1.42M Buy
18,571
+2,018
+12% +$155K 0.29% 98
2022
Q1 		$1.51M Buy
16,553
+208
+1% +$19.6K 0.25% 106
2021
Q4 		$1.91M Buy
+16,345
New +$1.84M 0.31% 88
2021
Q1 		– Sell
-16,532
Closed -$1.77M – 331
2020
Q4 		$1.77M Buy
16,532
+1,708
+12% +$163K 0.37% 73
2020
Q3 		$1.27M Sell
14,824
-9
-0.1% -$718 0.57% 58
2020
Q2 		$1.09M Buy
14,833
+1,190
+9% +$89.4K 0.57% 59
2020
Q1 		$897K Sell
13,643
-169
-1% -$13.7K 0.59% 64
2019
Q4 		$1.21M Buy
+13,812
New +$1.18M 0.77% 48

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,248 shares — an estimated $205K sold.

Laidlaw Wealth Management first reported a position in SBUX in Q4 2019 and held it in 15 quarters. The position peaked at $2.51M in Q2 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

  • Laidlaw Wealth Management reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,248 Starbucks shares in Q2 2024, an estimated $205K.
  • Laidlaw Wealth Management first reported a position in Starbucks in Q4 2019 and held it in 15 quarters.
  • Laidlaw Wealth Management's Starbucks position peaked at $2.51M in Q2 2023.
  • 2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.