Piershale Financial Group’s Starbucks SBUX Stock Holding History

Piershale Financial Group’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	$24.8K	Hold	250	–	–	0.02%	66
2023 Q1	$26K	Hold	250	–	–	0.02%	58
2022 Q4	$24.8K	Buy	+250	New	+$23.6K	0.02%	56
2016 Q4	–	Sell	-510	Closed	-$28K	–	111
2016 Q3	$28K	Buy	510 +2	+0.4%	+$112	0.02%	53
2016 Q2	$29K	Buy	508 +2	+0.4%	+$114	0.02%	46
2016 Q1	$30K	Sell	506 -147	-23%	-$8.56K	0.02%	43
2015 Q4	$39K	Buy	653 +2	+0.3%	+$122	0.02%	45
2015 Q3	$37K	Buy	651 +150	+30%	+$8.4K	0.03%	36
2015 Q2	$27K	Buy	501 +101	+25%	+$5.12K	0.02%	43
2015 Q1	$19K	Buy	+400	New	+$18K	0.02%	59

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

Piershale Financial Group's SBUX Position: Q2 2023 in Review

Piershale Financial Group held its Starbucks (SBUX) position steady in Q2 2023 at 250 shares worth $24.8K. The position accounts for 0.02% of the portfolio, ranked #66.

Piershale Financial Group first reported a position in SBUX in Q1 2015 and has held it in 10 quarters since. The position peaked at $39K in Q4 2015. 2,349 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Piershale Financial Group held 250 shares of Starbucks worth $24.8K as of Q2 2023.
Piershale Financial Group left its Starbucks share count unchanged in Q2 2023.
Starbucks made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #66 holding.
Piershale Financial Group first reported a position in Starbucks in Q1 2015 and has held it in 10 quarters since.
Piershale Financial Group's Starbucks position peaked at $39K in Q4 2015.
2,349 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.