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Mark J. Bradley’s Starbucks SBUX Stock Holding History

Mark J. Bradley’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
Q2 		$2.26M Sell
22,855
-11,570
-34% -$1.2M 2.25% 22
2023
Q1 		$3.58M Buy
34,425
+4,680
+16% +$487K 2.6% 19
2022
Q4 		$2.95M Buy
29,745
+2,085
+8% +$197K 2.62% 17
2022
Q3 		$2.33M Buy
27,660
+2,350
+9% +$200K 2.16% 23
2022
Q2 		$1.93M Sell
25,310
-4,050
-14% -$311K 1.75% 26
2022
Q1 		$2.67M Sell
29,360
-400
-1% -$37.7K 1.9% 27
2021
Q4 		$3.48M Buy
29,760
+840
+3% +$94.7K 2.28% 20
2021
Q3 		$3.19M Sell
28,920
-440
-1% -$51.5K 2.18% 20
2021
Q2 		$3.28M Sell
29,360
-1,200
-4% -$136K 2.19% 19
2021
Q1 		$3.34M Buy
30,560
+880
+3% +$92.4K 2.26% 16
2020
Q4 		$3.18M Buy
+29,680
New +$2.83M 2.19% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mark J. Bradley's SBUX Position: Q2 2023 in Review

Mark J. Bradley reduced its Starbucks (SBUX) stake by 34% in Q2 2023, selling an estimated $1.2M and leaving 22,855 shares worth $2.26M. The position accounts for 2.25% of the portfolio, ranked #22.

Mark J. Bradley first reported a position in SBUX in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.58M in Q1 2023. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

  • Mark J. Bradley held 22,855 shares of Starbucks worth $2.26M as of Q2 2023.
  • Mark J. Bradley sold 11,570 Starbucks shares in Q2 2023, an estimated $1.2M.
  • Starbucks made up 2.25% of Mark J. Bradley's portfolio in Q2 2023, its #22 holding.
  • Mark J. Bradley first reported a position in Starbucks in Q4 2020 and has held it in 11 quarters since.
  • Mark J. Bradley's Starbucks position peaked at $3.58M in Q1 2023.
  • 2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.