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Raymond James Financial Services Advisors’s Starbucks SBUX Stock Holding History

Raymond James Financial Services 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
2018
Q4 		– Sell
-11,800
Closed -$26K – 2790
2018
Q3 		$26K Buy
+11,800
New +$624K ﹤0.01% 2749

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial Services Advisors's SBUX Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Starbucks (SBUX) stake by 10% in Q3 2024, selling an estimated $6.39M and leaving 671,815 shares worth $65.5M. The position accounts for 0.09% of the portfolio, ranked #224.

Raymond James Financial Services Advisors first reported a position in SBUX in Q2 2013 and has held it in 39 quarters since. The position peaked at $86M in Q4 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

  • Raymond James Financial Services Advisors held 671,815 shares of Starbucks worth $65.5M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 74,506 Starbucks shares in Q3 2024, an estimated $6.39M.
  • Starbucks made up 0.09% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #224 holding.
  • Raymond James Financial Services Advisors first reported a position in Starbucks in Q2 2013 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's Starbucks position peaked at $86M in Q4 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.