Legacy Wealth Planning’s Starbucks SBUX Stock Holding History

Legacy Wealth Planning’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
2022 Q2	–	Sell	-2,494	Closed	-$227K	–	104
2022 Q1	$227K	Sell	2,494 -96	-4%	-$9.06K	0.27%	84
2021 Q4	$303K	Sell	2,590 -321	-11%	-$36.2K	0.35%	60
2021 Q3	$321K	Buy	2,911 +707	+32%	+$82.8K	0.36%	58
2021 Q2	$246K	Hold	2,204	–	–	0.28%	78
2021 Q1	$241K	Hold	2,204	–	–	0.31%	72
2020 Q4	$236K	Sell	2,204 -432	-16%	-$41.2K	0.3%	69
2020 Q3	$226K	Sell	2,636 -1,065	-29%	-$84.9K	0.26%	65
2020 Q2	$272K	Hold	3,701	–	–	0.32%	52
2020 Q1	$243K	Sell	3,701 -440	-11%	-$35.6K	0.39%	55
2019 Q4	$364K	Buy	+4,141	New	+$353K	0.41%	43

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Wealth Planning's SBUX Position: Q2 2022 in Review

Legacy Wealth Planning sold out of Starbucks (SBUX) in Q2 2022, closing a stake of 2,494 shares — an estimated $227K sold.

Legacy Wealth Planning first reported a position in SBUX in Q4 2019 and held it in 10 quarters. The position peaked at $364K in Q4 2019. 2,141 funds tracked by Wall St. Rank hold SBUX as of Q2 2022.

Legacy Wealth Planning reported no remaining Starbucks position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Planning sold 2,494 Starbucks shares in Q2 2022, an estimated $227K.
Legacy Wealth Planning first reported a position in Starbucks in Q4 2019 and held it in 10 quarters.
Legacy Wealth Planning's Starbucks position peaked at $364K in Q4 2019.
2,141 funds tracked by Wall St. Rank held Starbucks as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.