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Avantax Planning Partners’s Starbucks SBUX Stock Holding History

Avantax Planning 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
2026
Q1 		$310K Sell
3,463
-46
-1% -$4.35K 0.01% 347
2025
Q4 		$296K Sell
3,509
-327
-9% -$27.6K 0.01% 358
2025
Q3 		$325K Sell
3,836
-654
-15% -$58.5K 0.01% 338
2025
Q2 		$411K Sell
4,490
-217
-5% -$18.8K 0.01% 295
2025
Q1 		$462K Sell
4,707
-8,231
-64% -$851K 0.02% 271
2024
Q4 		$1.18M Buy
12,938
+462
+4% +$44.7K 0.04% 167
2024
Q3 		$1.22M Sell
12,476
-1,999
-14% -$172K 0.04% 166
2024
Q2 		$1.13M Sell
14,475
-131
-0.9% -$10.7K 0.04% 195
2024
Q1 		$1.33M Buy
14,606
+1,128
+8% +$105K 0.04% 185
2023
Q4 		$1.29M Sell
13,478
-262
-2% -$25.5K 0.05% 154
2023
Q3 		$1.25M Sell
13,740
-117
-0.8% -$11.5K 0.05% 147
2023
Q2 		$1.37M Sell
13,857
-194
-1% -$20.1K 0.05% 141
2023
Q1 		$1.46M Sell
14,051
-2,306
-14% -$240K 0.06% 132
2022
Q4 		$1.62M Buy
16,357
+337
+2% +$31.8K 0.06% 120
2022
Q3 		$1.35M Sell
16,020
-5,274
-25% -$448K 0.06% 121
2022
Q2 		$1.63M Buy
21,294
+2,602
+14% +$200K 0.07% 114
2022
Q1 		$1.7M Buy
18,692
+528
+3% +$49.8K 0.07% 114
2021
Q4 		$2.13M Buy
18,164
+838
+5% +$94.5K 0.09% 98
2021
Q3 		$1.91M Buy
17,326
+77
+0.4% +$9.02K 0.09% 90
2021
Q2 		$1.93M Sell
17,249
-1,133
-6% -$128K 0.09% 89
2021
Q1 		$2.01M Sell
18,382
-3,351
-15% -$352K 0.1% 83
2020
Q4 		$2.33M Buy
21,733
+7,742
+55% +$739K 0.12% 71
2020
Q3 		$1.2M Sell
13,991
-310
-2% -$24.7K 0.06% 116
2020
Q2 		$1.05M Buy
14,301
+2,734
+24% +$205K 0.06% 118
2020
Q1 		$760K Buy
11,567
+3,384
+41% +$274K 0.05% 120
2019
Q4 		$719K Buy
8,183
+42
+0.5% +$3.58K 0.04% 140
2019
Q3 		$720K Sell
8,141
-579
-7% -$53.7K 0.04% 135
2019
Q2 		$762K Sell
8,720
-128
-1% -$10K 0.05% 128
2019
Q1 		$658K Buy
8,848
+977
+12% +$67.1K 0.05% 138
2018
Q4 		$507K Buy
7,871
+670
+9% +$41.9K 0.04% 145
2018
Q3 		$409K Sell
7,201
-764
-10% -$40.4K 0.03% 155
2018
Q2 		$389K Sell
7,965
-87
-1% -$4.94K 0.03% 151
2018
Q1 		$465K Buy
8,052
+84
+1% +$4.86K 0.04% 181
2017
Q4 		$458K Buy
7,968
+217
+3% +$12.3K 0.04% 178
2017
Q3 		$416K Buy
7,751
+1,950
+34% +$108K 0.03% 230
2017
Q2 		$338K Buy
5,801
+532
+10% +$32.2K 0.03% 235
2017
Q1 		$308K Buy
5,269
+649
+14% +$36.7K 0.03% 238
2016
Q4 		$257K Buy
+4,620
New +$256K 0.03% 244

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's SBUX Position: Q1 2026 in Review

Avantax Planning Partners reduced its Starbucks (SBUX) stake by 1.3% in Q1 2026, selling an estimated $4.35K and leaving 3,463 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #347.

Avantax Planning Partners first reported a position in SBUX in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.33M in Q4 2020. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Avantax Planning Partners held 3,463 shares of Starbucks worth $310K as of Q1 2026.
  • Avantax Planning Partners sold 46 Starbucks shares in Q1 2026, an estimated $4.35K.
  • Starbucks made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #347 holding.
  • Avantax Planning Partners first reported a position in Starbucks in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Starbucks position peaked at $2.33M in Q4 2020.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.