Polaris Wealth Advisory Group’s Starbucks SBUX Stock Holding History

Polaris Wealth Advisory 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 Q3	$7.82M	Buy	85,731 +1,539	+2%	+$151K	0.6%	59
2023 Q2	$8.34M	Buy	84,192 +78,173	+1,299%	+$8.11M	0.63%	56
2023 Q1	$627K	Buy	6,019 +174	+3%	+$18.1K	0.05%	128
2022 Q4	$621K	Sell	5,845 -9	-0.2%	-$849	0.05%	128
2022 Q3	$510K	Sell	5,854 -229	-4%	-$19.5K	0.04%	114
2022 Q2	$465K	Buy	6,083 +410	+7%	+$31.5K	0.04%	104
2022 Q1	$472K	Buy	5,673 +2	+0%	+$189	0.03%	117
2021 Q4	$663K	Sell	5,671 -96	-2%	-$10.8K	0.04%	117
2021 Q3	$647K	Sell	5,767 -339	-6%	-$39.7K	0.04%	112
2021 Q2	$692K	Buy	6,106 +400	+7%	+$45.2K	0.04%	110
2021 Q1	$646K	Sell	5,706 -5,516	-49%	-$579K	0.04%	111
2020 Q4	$1.19M	Sell	11,222 -169,415	-94%	-$16.2M	0.09%	101
2020 Q3	$16M	Sell	180,637 -79,072	-30%	-$6.31M	1.5%	25
2020 Q2	$19.2M	Buy	259,709 +252,725	+3,619%	+$19M	1.52%	31
2020 Q1	$459K	Sell	6,984 -241,036	-97%	-$19.5M	0.05%	93
2019 Q4	$23M	Buy	248,020 +127,165	+105%	+$10.8M	1.53%	31
2019 Q3	$10.2M	Buy	120,855 +117,780	+3,830%	+$10.9M	0.83%	44
2019 Q2	$260K	Buy	+3,075	New	+$241K	0.02%	127
2018 Q4	–	Sell	-1,880	Closed	-$107K	–	386
2018 Q3	$107K	Buy	+1,880	New	+$99.4K	0.01%	185
2018 Q2	–	Sell	-1,880	Closed	-$109K	–	392
2018 Q1	$109K	Buy	+1,880	New	+$109K	0.01%	162

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Polaris Wealth Advisory Group's SBUX Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Starbucks (SBUX) stake by 1.8% in Q3 2023, buying an estimated $151K and bringing the position to 85,731 shares worth $7.82M. The position accounts for 0.6% of the portfolio, ranked #59.

Polaris Wealth Advisory Group first reported a position in SBUX in Q1 2018 and has held it in 20 quarters since. The position peaked at $23M in Q4 2019. 2,302 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

Polaris Wealth Advisory Group held 85,731 shares of Starbucks worth $7.82M as of Q3 2023.
Polaris Wealth Advisory Group bought 1,539 Starbucks shares in Q3 2023, an estimated $151K.
Starbucks made up 0.6% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #59 holding.
Polaris Wealth Advisory Group first reported a position in Starbucks in Q1 2018 and has held it in 20 quarters since.
Polaris Wealth Advisory Group's Starbucks position peaked at $23M in Q4 2019.
2,302 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.