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MWM
MinichMacGregor Wealth Management’s
Starbucks
SBUX
Stock Holding History
MinichMacGregor 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
2023
Q1
–
Sell
-400
Closed
-$39.8K
–
538
2022
Q4
$39.8K
Buy
+400
New
+$37.7K
0.01%
210
2018
Q4
–
Sell
-244
Closed
-$13K
–
432
2018
Q3
$13K
Sell
244
-26
-10%
-$1.38K
0.01%
292
2018
Q2
$13K
Hold
270
–
–
0.01%
274
2018
Q1
$15K
Buy
270
+1
+0.4%
+$58
0.01%
244
2017
Q4
$15K
Sell
269
-209
-44%
-$11.8K
0.01%
245
2017
Q3
$25K
Buy
478
+1
+0.2%
+$55
0.02%
171
2017
Q2
$27K
Buy
477
+2
+0.4%
+$121
0.02%
152
2017
Q1
$27K
Sell
475
-8
-2%
-$453
0.02%
149
2016
Q4
$26K
Sell
483
-181
-27%
-$10K
0.02%
148
2016
Q3
$35K
Buy
664
+3
+0.5%
+$168
0.03%
144
2016
Q2
$37K
Sell
661
-165
-20%
-$9.38K
0.03%
134
2016
Q1
$49K
Buy
826
+56
+7%
+$3.26K
0.05%
108
2015
Q4
$40K
Buy
+770
New
+$46.9K
0.04%
117
Other funds holding SBUX
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$528B AUM
27.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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