My Legacy Advisors’s Starbucks SBUX Stock Holding History

My Legacy 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
2024 Q2	–	Sell	-9,622	Closed	-$879K	–	214
2024 Q1	$879K	Sell	9,622 -364	-4%	-$33.9K	0.29%	98
2023 Q4	$928K	Sell	9,986 -3,103	-24%	-$302K	0.34%	90
2023 Q3	$1.24M	Sell	13,089 -1,564	-11%	-$154K	0.5%	53
2023 Q2	$1.49M	Sell	14,653 -152	-1%	-$15.8K	0.59%	45
2023 Q1	$1.55M	Buy	14,805 +545	+4%	+$56.7K	0.66%	41
2022 Q4	$1.49M	Buy	14,260 +632	+5%	+$59.6K	0.63%	39
2022 Q3	$1.18M	Buy	13,628 +896	+7%	+$76.1K	0.59%	43
2022 Q2	$992K	Buy	12,732 +564	+5%	+$43.3K	0.5%	58
2022 Q1	$1.11M	Buy	+12,168	New	+$1.15M	0.51%	51

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Legacy Advisors's SBUX Position: Q2 2024 in Review

My Legacy Advisors sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 9,622 shares — an estimated $879K sold.

My Legacy Advisors first reported a position in SBUX in Q1 2022 and held it in 9 quarters. The position peaked at $1.55M in Q1 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

My Legacy Advisors reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
My Legacy Advisors sold 9,622 Starbucks shares in Q2 2024, an estimated $879K.
My Legacy Advisors first reported a position in Starbucks in Q1 2022 and held it in 9 quarters.
My Legacy Advisors's Starbucks position peaked at $1.55M in Q1 2023.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on My Legacy Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.