Strategic Financial Partners’s Starbucks SBUX Stock Holding History

Strategic Financial Partners’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 Q4	–	Sell	-2,926	Closed	-$267K	–	73
2023 Q3	$267K	Hold	2,926	–	–	0.16%	59
2023 Q2	$290K	Hold	2,926	–	–	0.17%	60
2023 Q1	$305K	Hold	2,926	–	–	0.19%	56
2022 Q4	$290K	Hold	2,926	–	–	0.18%	56
2022 Q3	$247K	Hold	2,926	–	–	0.16%	54
2022 Q2	$224K	Hold	2,926	–	–	0.13%	59
2022 Q1	$266K	Hold	2,926	–	–	0.14%	59
2021 Q4	$342K	Hold	2,926	–	–	0.17%	53
2021 Q3	$323K	Hold	2,926	–	–	0.17%	54
2021 Q2	$327K	Hold	2,926	–	–	0.18%	54
2021 Q1	$320K	Hold	2,926	–	–	0.19%	54
2020 Q4	$313K	Hold	2,926	–	–	0.2%	55
2020 Q3	$251K	Hold	2,926	–	–	0.2%	57
2020 Q2	$215K	Buy	+2,926	New	+$220K	0.18%	57
2020 Q1	–	Sell	-2,924	Closed	-$257K	–	69
2019 Q4	$257K	Buy	+2,924	New	+$249K	0.21%	58

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Strategic Financial Partners's SBUX Position: Q4 2023 in Review

Strategic Financial Partners sold out of Starbucks (SBUX) in Q4 2023, closing a stake of 2,926 shares — an estimated $267K sold.

Strategic Financial Partners first reported a position in SBUX in Q4 2019 and held it in 15 quarters. The position peaked at $342K in Q4 2021. 2,457 funds tracked by Wall St. Rank hold SBUX as of Q4 2023.

Strategic Financial Partners reported no remaining Starbucks position as of Q4 2023 after selling out during the quarter.
Strategic Financial Partners sold 2,926 Starbucks shares in Q4 2023, an estimated $267K.
Strategic Financial Partners first reported a position in Starbucks in Q4 2019 and held it in 15 quarters.
Strategic Financial Partners's Starbucks position peaked at $342K in Q4 2021.
2,457 funds tracked by Wall St. Rank held Starbucks as of Q4 2023.

Based on Strategic Financial Partners's 13F filing for Q4 2023, filed 10 Jul 2024.