SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / SBUX

Swaine & Leidel Wealth Services, LLC’s Starbucks Corp Position

Does Swaine & Leidel Wealth Services, LLC own Starbucks Corp (SBUX)? Not currently — the last reported position was 35.0K shares worth $2M in Q1 2020; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$2M
Q1 2020
Shares
35.0K
% of Portfolio
+2.39%
Quarters Held
1
position exited

Position History SBUX

Reported value by quarter
Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202035.0K$2M+2.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of SBUX.