Mezzasalma Advisors’s Starbucks SBUX Stock Holding History

Mezzasalma Advisors’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	–	Sell	-1,946	Closed	-$203K	–	91
2023 Q1	$203K	Buy	+1,946	New	+$203K	0.14%	84
2022 Q1	–	Sell	-2,008	Closed	-$235K	–	97
2021 Q4	$235K	Buy	2,008 +128	+7%	+$14.4K	0.13%	88
2021 Q3	$207K	Hold	1,880	–	–	0.12%	93
2021 Q2	$210K	Hold	1,880	–	–	0.12%	96
2021 Q1	$205K	Hold	1,880	–	–	0.13%	91
2020 Q4	$201K	Buy	+1,880	New	+$180K	0.13%	91

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mezzasalma Advisors's SBUX Position: Q2 2023 in Review

Mezzasalma Advisors sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 1,946 shares — an estimated $203K sold.

Mezzasalma Advisors first reported a position in SBUX in Q4 2020 and held it in 6 quarters. The position peaked at $235K in Q4 2021. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Mezzasalma Advisors reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
Mezzasalma Advisors sold 1,946 Starbucks shares in Q2 2023, an estimated $203K.
Mezzasalma Advisors first reported a position in Starbucks in Q4 2020 and held it in 6 quarters.
Mezzasalma Advisors's Starbucks position peaked at $235K in Q4 2021.
2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Mezzasalma Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.