Midwest Wealth Management’s Starbucks SBUX Stock Holding History

Midwest 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
2022 Q1	$1.8M	Buy	19,796 +806	+4%	+$76.1K	1.09%	43
2021 Q4	$2.22M	Buy	18,990 +1,349	+8%	+$152K	1.39%	24
2021 Q3	$1.95M	Buy	17,641 +382	+2%	+$44.7K	1.34%	26
2021 Q2	$1.93M	Buy	17,259 +903	+6%	+$102K	1.38%	23
2021 Q1	$1.79M	Buy	16,356 +1,504	+10%	+$158K	1.45%	23
2020 Q4	$1.59M	Buy	+14,852	New	+$1.42M	1.45%	22

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

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Midwest Wealth Management's SBUX Position: Q1 2022 in Review

Midwest Wealth Management increased its Starbucks (SBUX) stake by 4.2% in Q1 2022, buying an estimated $76.1K and bringing the position to 19,796 shares worth $1.8M. The position accounts for 1.09% of the portfolio, ranked #43.

Midwest Wealth Management first reported a position in SBUX in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.22M in Q4 2021. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Midwest Wealth Management held 19,796 shares of Starbucks worth $1.8M as of Q1 2022.
Midwest Wealth Management bought 806 Starbucks shares in Q1 2022, an estimated $76.1K.
Starbucks made up 1.09% of Midwest Wealth Management's portfolio in Q1 2022, its #43 holding.
Midwest Wealth Management first reported a position in Starbucks in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Starbucks position peaked at $2.22M in Q4 2021.
2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.