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Ulrich Consultants & Investment Group’s Starbucks SBUX Stock Holding History

Ulrich Consultants & Investment Group’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 		$214K Hold
2,162
– – 0.52% 22
2023
Q1 		$225K Buy
+2,162
New +$225K 0.47% 22

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
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
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

Ulrich Consultants & Investment Group's SBUX Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its Starbucks (SBUX) position steady in Q2 2023 at 2,162 shares worth $214K. The position accounts for 0.52% of the portfolio, ranked #22.

Ulrich Consultants & Investment Group first reported a position in SBUX in Q1 2023 and has held it in 2 quarters since. The position peaked at $225K in Q1 2023. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

  • Ulrich Consultants & Investment Group held 2,162 shares of Starbucks worth $214K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its Starbucks share count unchanged in Q2 2023.
  • Starbucks made up 0.52% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #22 holding.
  • Ulrich Consultants & Investment Group first reported a position in Starbucks in Q1 2023 and has held it in 2 quarters since.
  • Ulrich Consultants & Investment Group's Starbucks position peaked at $225K in Q1 2023.
  • 2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.