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WD Rutherford’s Starbucks SBUX Stock Holding History

WD Rutherford’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
2022
Q2 		– Sell
-370
Closed -$34K – 136
2022
Q1 		$34K Hold
370
– – 0.02% 114
2021
Q4 		$43K Sell
370
-670
-64% -$75.5K 0.02% 109
2021
Q3 		$115K Buy
1,040
+670
+181% +$78.4K 0.06% 89
2021
Q2 		$41K Buy
370
+105
+40% +$11.9K 0.02% 106
2021
Q1 		$29K Buy
+265
New +$27.8K 0.02% 109

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WD Rutherford's SBUX Position: Q2 2022 in Review

WD Rutherford sold out of Starbucks (SBUX) in Q2 2022, closing a stake of 370 shares — an estimated $34K sold.

WD Rutherford first reported a position in SBUX in Q1 2021 and held it in 5 quarters. The position peaked at $115K in Q3 2021. 2,140 funds tracked by Wall St. Rank hold SBUX as of Q2 2022.

  • WD Rutherford reported no remaining Starbucks position as of Q2 2022 after selling out during the quarter.
  • WD Rutherford sold 370 Starbucks shares in Q2 2022, an estimated $34K.
  • WD Rutherford first reported a position in Starbucks in Q1 2021 and held it in 5 quarters.
  • WD Rutherford's Starbucks position peaked at $115K in Q3 2021.
  • 2,140 funds tracked by Wall St. Rank held Starbucks as of Q2 2022.

Based on WD Rutherford's 13F filing for Q2 2022, filed 25 Jul 2022.