WealthBridge Capital Management’s Starbucks SBUX Stock Holding History

WealthBridge Capital Management’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
2021 Q4	–	Sell	-1,974	Closed	-$218K	–	176
2021 Q3	$218K	Buy	1,974 +3	+0.2%	+$351	0.08%	161
2021 Q2	$220K	Buy	1,971 +2	+0.1%	+$226	0.08%	156
2021 Q1	$215K	Sell	1,969 -11	-0.6%	-$1.16K	0.09%	149
2020 Q4	$212K	Buy	+1,980	New	+$189K	0.09%	134
2019 Q2	–	Sell	-1,208	Closed	-$94K	–	718
2019 Q1	$94K	Sell	1,208 -15	-1%	-$1.03K	0.06%	200
2018 Q4	$79K	Buy	+1,223	New	+$76.5K	0.06%	192

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

WealthBridge Capital Management's SBUX Position: Q4 2021 in Review

WealthBridge Capital Management sold out of Starbucks (SBUX) in Q4 2021, closing a stake of 1,974 shares — an estimated $218K sold.

WealthBridge Capital Management first reported a position in SBUX in Q4 2018 and held it in 6 quarters. The position peaked at $220K in Q2 2021. 2,413 funds tracked by Wall St. Rank hold SBUX as of Q4 2021.

WealthBridge Capital Management reported no remaining Starbucks position as of Q4 2021 after selling out during the quarter.
WealthBridge Capital Management sold 1,974 Starbucks shares in Q4 2021, an estimated $218K.
WealthBridge Capital Management first reported a position in Starbucks in Q4 2018 and held it in 6 quarters.
WealthBridge Capital Management's Starbucks position peaked at $220K in Q2 2021.
2,413 funds tracked by Wall St. Rank held Starbucks as of Q4 2021.

Based on WealthBridge Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.