Moran Wealth Management’s Starbucks SBUX Stock Holding History

Moran 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 Q2	–	Sell	-2,280	Closed	-$237K	–	414
2023 Q1	$237K	Buy	+2,280	New	+$237K	0.01%	342

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

Moran Wealth Management's SBUX Position: Q2 2023 in Review

Moran Wealth Management sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 2,280 shares — an estimated $237K sold.

Moran Wealth Management first reported a position in SBUX in Q1 2023 and held it in 1 quarter. The position peaked at $237K in Q1 2023. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Moran Wealth Management reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 2,280 Starbucks shares in Q2 2023, an estimated $237K.
Moran Wealth Management first reported a position in Starbucks in Q1 2023 and held it in 1 quarter.
Moran Wealth Management's Starbucks position peaked at $237K in Q1 2023.
2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.