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Wealth Architects’s Starbucks SBUX Stock Holding History

Wealth Architects’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
Q1 		– Sell
-2,631
Closed -$253K – 213
2023
Q4 		$253K Buy
2,631
+87
+3% +$8.47K 0.04% 169
2023
Q3 		$232K Buy
2,544
+388
+18% +$38.1K 0.04% 161
2023
Q2 		$214K Sell
2,156
-6
-0.3% -$623 0.04% 174
2023
Q1 		$225K Sell
2,162
-1
-0% -$104 0.04% 163
2022
Q4 		$215K Buy
+2,163
New +$204K 0.04% 160
2022
Q2 		– Sell
-2,257
Closed -$205K – 202
2022
Q1 		$205K Buy
+2,257
New +$213K 0.03% 191
2015
Q3 		– Sell
-4,160
Closed -$223K – 132
2015
Q2 		$223K Buy
+4,160
New +$211K 0.12% 107

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealth Architects's SBUX Position: Q1 2024 in Review

Wealth Architects sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 2,631 shares — an estimated $253K sold.

Wealth Architects first reported a position in SBUX in Q2 2015 and held it in 7 quarters. The position peaked at $253K in Q4 2023. 2,441 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

  • Wealth Architects reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
  • Wealth Architects sold 2,631 Starbucks shares in Q1 2024, an estimated $253K.
  • Wealth Architects first reported a position in Starbucks in Q2 2015 and held it in 7 quarters.
  • Wealth Architects's Starbucks position peaked at $253K in Q4 2023.
  • 2,441 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Wealth Architects's 13F filing for Q1 2024, filed 13 May 2024.