Richard C. Young & Co’s Starbucks SBUX Stock Holding History

Richard C. Young & Co’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 Q1	–	Sell	-2,333	Closed	-$273K	–	79
2021 Q4	$273K	Buy	2,333 +9	+0.4%	+$1.01K	0.03%	72
2021 Q3	$256K	Sell	2,324 -78,567	-97%	-$9.2M	0.04%	69
2021 Q2	$9.04M	Buy	80,891 +3,815	+5%	+$431K	1.15%	41
2021 Q1	$8.42M	Buy	77,076 +4,355	+6%	+$457K	1.12%	39
2020 Q4	$7.78M	Buy	72,721 +3,242	+5%	+$310K	1.18%	37
2020 Q3	$5.97M	Buy	69,479 +34,187	+97%	+$2.73M	0.96%	42
2020 Q2	$2.6M	Buy	35,292 +4,547	+15%	+$342K	0.43%	63
2020 Q1	$2.02M	Buy	+30,745	New	+$2.49M	0.39%	61

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Richard C. Young & Co's SBUX Position: Q1 2022 in Review

Richard C. Young & Co sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 2,333 shares — an estimated $273K sold.

Richard C. Young & Co first reported a position in SBUX in Q1 2020 and held it in 8 quarters. The position peaked at $9.04M in Q2 2021. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Richard C. Young & Co reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
Richard C. Young & Co sold 2,333 Starbucks shares in Q1 2022, an estimated $273K.
Richard C. Young & Co first reported a position in Starbucks in Q1 2020 and held it in 8 quarters.
Richard C. Young & Co's Starbucks position peaked at $9.04M in Q2 2021.
2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Richard C. Young & Co's 13F filing for Q1 2022, filed 6 May 2022.