Triad Financial Advisors’s Starbucks SBUX Stock Holding History

Triad Financial Advisors’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	$570K	Buy	6,240 +27	+0.4%	+$2.65K	0.2%	47
2023 Q2	$615K	Sell	6,213 -19	-0.3%	-$1.97K	0.25%	42
2023 Q1	$649K	Sell	6,232 -1,999	-24%	-$208K	0.28%	39
2022 Q4	$817K	Sell	8,231 -1,019	-11%	-$96.2K	0.36%	39
2022 Q3	$779K	Buy	9,250 +18	+0.2%	+$1.53K	0.42%	32
2022 Q2	$705K	Sell	9,232 -192	-2%	-$14.7K	0.39%	33
2022 Q1	$857K	Sell	9,424 -3,159	-25%	-$298K	0.46%	30
2021 Q4	$1.47M	Buy	+12,583	New	+$1.42M	0.87%	18

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Triad Financial Advisors's SBUX Position: Q3 2023 in Review

Triad Financial Advisors increased its Starbucks (SBUX) stake by 0.43% in Q3 2023, buying an estimated $2.65K and bringing the position to 6,240 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #47.

Triad Financial Advisors first reported a position in SBUX in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.47M in Q4 2021. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

Triad Financial Advisors held 6,240 shares of Starbucks worth $570K as of Q3 2023.
Triad Financial Advisors bought 27 Starbucks shares in Q3 2023, an estimated $2.65K.
Starbucks made up 0.2% of Triad Financial Advisors's portfolio in Q3 2023, its #47 holding.
Triad Financial Advisors first reported a position in Starbucks in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Starbucks position peaked at $1.47M in Q4 2021.
2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.