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SkyOak Wealth’s Starbucks SBUX Stock Holding History

SkyOak Wealth’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
Q3 		– Sell
-5,184
Closed -$404K – 260
2024
Q2 		$404K Buy
+5,184
New +$422K 0.09% 139
2020
Q2 		– Sell
-6,287
Closed -$413K – 253
2020
Q1 		$413K Buy
6,287
+464
+8% +$37.5K 0.21% 111
2019
Q4 		$512K Buy
+5,823
New +$497K 0.16% 151

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

SkyOak Wealth's SBUX Position: Q3 2024 in Review

SkyOak Wealth sold out of Starbucks (SBUX) in Q3 2024, closing a stake of 5,184 shares — an estimated $404K sold.

SkyOak Wealth first reported a position in SBUX in Q4 2019 and held it in 3 quarters. The position peaked at $512K in Q4 2019. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

  • SkyOak Wealth reported no remaining Starbucks position as of Q3 2024 after selling out during the quarter.
  • SkyOak Wealth sold 5,184 Starbucks shares in Q3 2024, an estimated $404K.
  • SkyOak Wealth first reported a position in Starbucks in Q4 2019 and held it in 3 quarters.
  • SkyOak Wealth's Starbucks position peaked at $512K in Q4 2019.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.