Superior Planning, LLC’s Starbucks SBUX Stock Holding History

Superior Planning, LLC’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
2026 Q3	$115K	Buy	+1,227	New	+$127K	0.05%	224

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's SBUX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Starbucks (SBUX) in Q3 2026: 1,227 shares worth $115K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

1,772 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Superior Planning, LLC held 1,227 shares of Starbucks worth $115K as of Q3 2026.
Starbucks was a new Superior Planning, LLC position in Q3 2026.
Starbucks made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #224 holding.
1,772 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.