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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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's SBUX Position: Q2 2026 in Review

Avantax Planning Partners reduced its Starbucks (SBUX) stake by 8.7% in Q2 2026, selling an estimated $30.3K and leaving 3,162 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #353.

Avantax Planning Partners first reported a position in SBUX in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.33M in Q4 2020. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Avantax Planning Partners held 3,162 shares of Starbucks worth $323K as of Q2 2026.
  • Avantax Planning Partners sold 301 Starbucks shares in Q2 2026, an estimated $30.3K.
  • Starbucks made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #353 holding.
  • Avantax Planning Partners first reported a position in Starbucks in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Starbucks position peaked at $2.33M in Q4 2020.
  • 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.