Seven Post Investment Office’s Starbucks SBUX Stock Holding History

Seven Post Investment Office’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 Q2	–	Sell	-2,003	Closed	-$209K	–	59
2023 Q1	$209K	Buy	+2,003	New	+$208K	0.08%	52
2022 Q1	–	Sell	-2,003	Closed	-$234K	–	50
2021 Q4	$234K	Hold	2,003	–	–	0.06%	44
2021 Q3	$221K	Hold	2,003	–	–	0.07%	46
2021 Q2	$224K	Hold	2,003	–	–	0.07%	47
2021 Q1	$219K	Hold	2,003	–	–	0.08%	41
2020 Q4	$214K	Buy	+2,003	New	+$191K	0.09%	42

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

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

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

Seven Post Investment Office's SBUX Position: Q2 2023 in Review

Seven Post Investment Office sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 2,003 shares — an estimated $209K sold.

Seven Post Investment Office first reported a position in SBUX in Q4 2020 and held it in 6 quarters. The position peaked at $234K in Q4 2021. 2,349 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Seven Post Investment Office reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
Seven Post Investment Office sold 2,003 Starbucks shares in Q2 2023, an estimated $209K.
Seven Post Investment Office first reported a position in Starbucks in Q4 2020 and held it in 6 quarters.
Seven Post Investment Office's Starbucks position peaked at $234K in Q4 2021.
2,349 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Seven Post Investment Office's 13F filing for Q2 2023, filed 8 Aug 2023.