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Mark Morris et al’s Starbucks SBUX Stock Holding History

Mark Morris et al’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
2013
Q2 		$13.5M Buy
+411,210
New +$12.8M 4.84% 2

Other funds holding SBUX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mark Morris et al's SBUX Position: Q2 2013 in Review

Mark Morris et al opened a new position in Starbucks (SBUX) in Q2 2013: 411,210 shares worth $13.5M. The stake represents 4.84% of the portfolio and ranks #2 among its holdings.

859 funds tracked by Wall St. Rank hold SBUX as of Q2 2013.

  • Mark Morris et al held 411,210 shares of Starbucks worth $13.5M as of Q2 2013.
  • Starbucks was a new Mark Morris et al position in Q2 2013.
  • Starbucks made up 4.84% of Mark Morris et al's portfolio in Q2 2013, its #2 holding.
  • 859 funds tracked by Wall St. Rank held Starbucks as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.