Maltin Wealth Management’s Starbucks SBUX Stock Holding History

Maltin 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	-4,159	Closed	-$380K	–	128
2024 Q1	$380K	Sell	4,159 -25	-0.6%	-$2.33K	0.21%	84
2023 Q4	$402K	Sell	4,184 -80	-2%	-$7.79K	0.26%	80
2023 Q3	$389K	Buy	4,264 +24	+0.6%	+$2.36K	0.27%	78
2023 Q2	$420K	Buy	4,240 +22	+0.5%	+$2.28K	0.3%	73
2023 Q1	$439K	Sell	4,218 -2,510	-37%	-$261K	0.32%	71
2022 Q4	$667K	Sell	6,728 -468	-7%	-$44.2K	0.49%	58
2022 Q3	$606K	Sell	7,196 -1,321	-16%	-$112K	0.48%	68
2022 Q2	$651K	Buy	+8,517	New	+$654K	0.47%	70

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Maltin Wealth Management sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 4,159 shares — an estimated $380K sold.

Maltin Wealth Management first reported a position in SBUX in Q2 2022 and held it in 8 quarters. The position peaked at $667K in Q4 2022. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Maltin Wealth Management reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Maltin Wealth Management sold 4,159 Starbucks shares in Q2 2024, an estimated $380K.
Maltin Wealth Management first reported a position in Starbucks in Q2 2022 and held it in 8 quarters.
Maltin Wealth Management's Starbucks position peaked at $667K in Q4 2022.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Maltin Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.