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	–	431
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MinichMacGregor Wealth Management's SBUX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Starbucks (SBUX) in Q1 2023, closing a stake of 400 shares — an estimated $39.8K sold.

MinichMacGregor Wealth Management first reported a position in SBUX in Q4 2015 and held it in 13 quarters. The position peaked at $49K in Q1 2016. 2,369 funds tracked by Wall St. Rank hold SBUX as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Starbucks position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 400 Starbucks shares in Q1 2023, an estimated $39.8K.
MinichMacGregor Wealth Management first reported a position in Starbucks in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Starbucks position peaked at $49K in Q1 2016.
2,369 funds tracked by Wall St. Rank held Starbucks as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.