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Schear Investment Advisers’s Starbucks SBUX Stock Holding History

Schear Investment Advisers’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 		– Sell
-2,054
Closed -$203K – 81
2023
Q2 		$203K Buy
+2,054
New +$213K 0.22% 80

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schear Investment Advisers's SBUX Position: Q3 2023 in Review

Schear Investment Advisers sold out of Starbucks (SBUX) in Q3 2023, closing a stake of 2,054 shares — an estimated $203K sold.

Schear Investment Advisers first reported a position in SBUX in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

  • Schear Investment Advisers reported no remaining Starbucks position as of Q3 2023 after selling out during the quarter.
  • Schear Investment Advisers sold 2,054 Starbucks shares in Q3 2023, an estimated $203K.
  • Schear Investment Advisers first reported a position in Starbucks in Q2 2023 and held it in 1 quarter.
  • Schear Investment Advisers's Starbucks position peaked at $203K in Q2 2023.
  • 2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Schear Investment Advisers's 13F filing for Q3 2023, filed 25 Oct 2023.