YWP
SBUX icon

YorkBridge Wealth Partners’s Starbucks SBUX Stock Holding History

YorkBridge 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
2022
Q4 		$220K Sell
2,216
-1,577
-42% -$149K 0.06% 239
2022
Q3 		$320K Buy
+3,793
New +$322K 0.08% 181
2022
Q1 		– Sell
-29,472
Closed -$3.45M – 295
2021
Q4 		$3.45M Buy
29,472
+973
+3% +$110K 0.77% 35
2021
Q3 		$3.14M Sell
28,499
-2,742
-9% -$321K 0.79% 35
2021
Q2 		$3.49M Buy
31,241
+119
+0.4% +$13.5K 0.91% 30
2021
Q1 		$3.4M Buy
31,122
+1,001
+3% +$105K 1.01% 27
2020
Q4 		$3.22M Buy
30,121
+1,652
+6% +$158K 1.08% 24
2020
Q3 		$2.45M Buy
28,469
+4,478
+19% +$357K 1.03% 27
2020
Q2 		$1.76M Buy
23,991
+9,106
+61% +$684K 0.81% 34
2020
Q1 		$979K Sell
14,885
-783
-5% -$63.3K 0.6% 54
2019
Q4 		$1.38M Sell
15,668
-81
-0.5% -$6.91K 0.63% 52
2019
Q3 		$1.39M Sell
15,749
-6,460
-29% -$599K 0.7% 45
2019
Q2 		$1.86M Sell
22,209
-4,613
-17% -$362K 0.83% 32
2019
Q1 		$1.99M Buy
26,822
+843
+3% +$57.9K 0.92% 27
2018
Q4 		$1.67M Sell
25,979
-7,866
-23% -$492K 0.89% 28
2018
Q3 		$1.88M Buy
33,845
+1,886
+6% +$99.7K 0.86% 27
2018
Q2 		$1.56M Buy
31,959
+2,685
+9% +$152K 0.68% 36
2018
Q1 		$1.74M Buy
29,274
+807
+3% +$46.7K 0.8% 25
2017
Q4 		$1.56M Buy
28,467
+3
+0% +$170 0.75% 34
2017
Q3 		$1.53M Sell
28,464
-1,843
-6% -$102K 0.79% 29
2017
Q2 		$1.76M Buy
30,307
+617
+2% +$37.3K 0.94% 23
2017
Q1 		$1.8M Sell
29,690
-4,594
-13% -$260K 0.94% 24
2016
Q4 		$1.97M Buy
+34,284
New +$1.9M 1.16% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

YorkBridge Wealth Partners's SBUX Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Starbucks (SBUX) stake by 42% in Q4 2022, selling an estimated $149K and leaving 2,216 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #239.

YorkBridge Wealth Partners first reported a position in SBUX in Q4 2016 and has held it in 23 quarters since. The position peaked at $3.49M in Q2 2021. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

  • YorkBridge Wealth Partners held 2,216 shares of Starbucks worth $220K as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,577 Starbucks shares in Q4 2022, an estimated $149K.
  • Starbucks made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #239 holding.
  • YorkBridge Wealth Partners first reported a position in Starbucks in Q4 2016 and has held it in 23 quarters since.
  • YorkBridge Wealth Partners's Starbucks position peaked at $3.49M in Q2 2021.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.