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Capital & Planning LLC’s Starbucks SBUX Stock Holding History

Capital & 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
Q2 		– Sell
-14
Closed -$1.25K – 133
2026
Q1 		$1.25K Buy
+14
New +$1.32K ﹤0.01% 153
2025
Q1 		– Sell
-64
Closed -$5.84K – 152
2024
Q4 		$5.84K Buy
+64
New +$6.19K ﹤0.01% 113

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's SBUX Position: Q2 2026 in Review

Capital & Planning LLC sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 14 shares — an estimated $1.25K sold.

Capital & Planning LLC first reported a position in SBUX in Q4 2024 and held it in 2 quarters. The position peaked at $5.84K in Q4 2024. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Capital & Planning LLC reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 14 Starbucks shares in Q2 2026, an estimated $1.25K.
  • Capital & Planning LLC first reported a position in Starbucks in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Starbucks position peaked at $5.84K in Q4 2024.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.