Pinnacle Wealth Management Group’s Starbucks SBUX Stock Holding History

Pinnacle Wealth Management 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
2022 Q4	–	Sell	-2,557	Closed	-$215K	–	108
2022 Q3	$215K	Sell	2,557 -380	-13%	-$32.3K	0.19%	102
2022 Q2	$224K	Sell	2,937 -400	-12%	-$30.7K	0.19%	106
2022 Q1	$304K	Sell	3,337 -1,200	-26%	-$113K	0.23%	95
2021 Q4	$531K	Sell	4,537 -1,050	-19%	-$118K	0.39%	61
2021 Q3	$616K	Sell	5,587 -750	-12%	-$87.8K	0.46%	50
2021 Q2	$709K	Buy	+6,337	New	+$716K	0.52%	52

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Pinnacle Wealth Management Group's SBUX Position: Q4 2022 in Review

Pinnacle Wealth Management Group sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 2,557 shares — an estimated $215K sold.

Pinnacle Wealth Management Group first reported a position in SBUX in Q2 2021 and held it in 6 quarters. The position peaked at $709K in Q2 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

Pinnacle Wealth Management Group reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Management Group sold 2,557 Starbucks shares in Q4 2022, an estimated $215K.
Pinnacle Wealth Management Group first reported a position in Starbucks in Q2 2021 and held it in 6 quarters.
Pinnacle Wealth Management Group's Starbucks position peaked at $709K in Q2 2021.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.