Royal Capital Wealth Management’s Starbucks SBUX Stock Holding History

Royal Capital Wealth Management’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
2024 Q2	–	Sell	-2,901	Closed	-$265K	–	99
2024 Q1	$265K	Hold	2,901	–	–	0.21%	74
2023 Q4	$279K	Hold	2,901	–	–	0.24%	70
2023 Q3	$265K	Hold	2,901	–	–	0.25%	69
2023 Q2	$287K	Hold	2,901	–	–	0.27%	70
2023 Q1	$302K	Hold	2,901	–	–	0.3%	69
2022 Q4	$288K	Hold	2,901	–	–	0.31%	68
2022 Q3	$244K	Buy	+2,901	New	+$246K	0.28%	76
2022 Q2	–	Sell	-3,140	Closed	-$286K	–	102
2022 Q1	$286K	Buy	3,140 +7	+0.2%	+$661	0.28%	78
2021 Q4	$366K	Buy	+3,133	New	+$353K	0.36%	67

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Capital Wealth Management's SBUX Position: Q2 2024 in Review

Royal Capital Wealth Management sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,901 shares — an estimated $265K sold.

Royal Capital Wealth Management first reported a position in SBUX in Q4 2021 and held it in 9 quarters. The position peaked at $366K in Q4 2021. 2,253 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Royal Capital Wealth Management reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Royal Capital Wealth Management sold 2,901 Starbucks shares in Q2 2024, an estimated $265K.
Royal Capital Wealth Management first reported a position in Starbucks in Q4 2021 and held it in 9 quarters.
Royal Capital Wealth Management's Starbucks position peaked at $366K in Q4 2021.
2,253 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Royal Capital Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.