Wipfli Financial Advisors’s Starbucks SBUX Stock Holding History

Wipfli Financial Advisors’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 Q3	$1.13M	Buy	+13,414	New	+$1.14M	0.08%	107

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wipfli Financial Advisors's SBUX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Starbucks (SBUX) in Q3 2022: 13,414 shares worth $1.13M. The stake represents 0.08% of the portfolio and ranks #107 among its holdings.

2,160 funds tracked by Wall St. Rank hold SBUX as of Q3 2022.

Wipfli Financial Advisors held 13,414 shares of Starbucks worth $1.13M as of Q3 2022.
Starbucks was a new Wipfli Financial Advisors position in Q3 2022.
Starbucks made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #107 holding.
2,160 funds tracked by Wall St. Rank held Starbucks as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.