Mountain Capital Investment Advisors’s Starbucks SBUX Stock Holding History

Mountain Capital Investment 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
2022 Q1	–	Sell	-12,072	Closed	-$1.26M	–	111
2021 Q4	$1.26M	Buy	12,072 +1,981	+20%	+$223K	0.57%	61
2021 Q3	$1.12M	Sell	10,091 -2,227	-18%	-$261K	0.59%	62
2021 Q2	$1.43M	Sell	12,318 -436	-3%	-$49.3K	0.66%	34
2021 Q1	$1.47M	Buy	12,754 +508	+4%	+$53.3K	0.74%	38
2020 Q4	$1.28M	Sell	12,246 -3,481	-22%	-$332K	0.77%	33
2020 Q3	$1.43M	Buy	+15,727	New	+$1.25M	0.92%	34
2017 Q4	–	Sell	-660	Closed	-$35K	–	352
2017 Q3	$35K	Sell	660 -2,048	-76%	-$113K	0.03%	144
2017 Q2	$158K	Buy	+2,708	New	+$164K	0.15%	42

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

Mountain Capital Investment Advisors's SBUX Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 12,072 shares — an estimated $1.26M sold.

Mountain Capital Investment Advisors first reported a position in SBUX in Q2 2017 and held it in 8 quarters. The position peaked at $1.47M in Q1 2021. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Mountain Capital Investment Advisors reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 12,072 Starbucks shares in Q1 2022, an estimated $1.26M.
Mountain Capital Investment Advisors first reported a position in Starbucks in Q2 2017 and held it in 8 quarters.
Mountain Capital Investment Advisors's Starbucks position peaked at $1.47M in Q1 2021.
2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.