Action Point Financial Planning’s Starbucks SBUX Stock Holding History

Action Point Financial Planning’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 Q2	$319K	Buy	+3,084	New	+$311K	0.03%	344

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's SBUX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Starbucks (SBUX) in Q2 2026: 3,084 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings.

2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Action Point Financial Planning held 3,084 shares of Starbucks worth $319K as of Q2 2026.
Starbucks was a new Action Point Financial Planning position in Q2 2026.
Starbucks made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #344 holding.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.