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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
2018
Q2 		– Sell
-200
Closed -$1K – 1239
2018
Q1 		$1K Buy
+200
New +$11.6K ﹤0.01% 1746

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.