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Walden Wealth Partners’s Starbucks SBUX Stock Holding History

Walden Wealth 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
2024
Q2 		$218K Hold
2,798
– – 0.12% 79
2024
Q1 		$245K Hold
2,798
– – 0.14% 78
2023
Q4 		$269K Buy
+2,798
New +$272K 0.17% 70

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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walden Wealth Partners's SBUX Position: Q2 2024 in Review

Walden Wealth Partners held its Starbucks (SBUX) position steady in Q2 2024 at 2,798 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #79.

Walden Wealth Partners first reported a position in SBUX in Q4 2023 and has held it in 3 quarters since. The position peaked at $269K in Q4 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

  • Walden Wealth Partners held 2,798 shares of Starbucks worth $218K as of Q2 2024.
  • Walden Wealth Partners left its Starbucks share count unchanged in Q2 2024.
  • Starbucks made up 0.12% of Walden Wealth Partners's portfolio in Q2 2024, its #79 holding.
  • Walden Wealth Partners first reported a position in Starbucks in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Starbucks position peaked at $269K in Q4 2023.
  • 2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.