Center for Financial Planning’s Starbucks SBUX Stock Holding History

Center for 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	$13.4K	Hold	131	–	–	﹤0.01%	471
2026 Q1	$11.7K	Hold	131	–	–	﹤0.01%	475
2025 Q4	$11K	Hold	131	–	–	﹤0.01%	483
2025 Q3	$11.1K	Hold	131	–	–	﹤0.01%	484
2025 Q2	$12K	Hold	131	–	–	﹤0.01%	450
2025 Q1	$12.9K	Hold	131	–	–	﹤0.01%	446
2024 Q4	$12K	Hold	131	–	–	﹤0.01%	402
2024 Q3	$12.8K	Hold	131	–	–	﹤0.01%	378
2024 Q2	$10.2K	Hold	131	–	–	﹤0.01%	395
2024 Q1	$12K	Hold	131	–	–	﹤0.01%	386
2023 Q4	$12.6K	Buy	131 +23	+21%	+$2.24K	﹤0.01%	343
2023 Q3	$9.86K	Hold	108	–	–	﹤0.01%	359
2023 Q2	$10.7K	Hold	108	–	–	﹤0.01%	376
2023 Q1	$11.3K	Hold	108	–	–	﹤0.01%	348
2022 Q4	$10.7K	Hold	108	–	–	﹤0.01%	351
2022 Q3	$9K	Hold	108	–	–	﹤0.01%	370
2022 Q2	$8K	Hold	108	–	–	﹤0.01%	383
2022 Q1	$10K	Hold	108	–	–	﹤0.01%	370
2021 Q4	$13K	Hold	108	–	–	﹤0.01%	354
2021 Q3	$12K	Hold	108	–	–	﹤0.01%	346
2021 Q2	$12K	Hold	108	–	–	﹤0.01%	346
2021 Q1	$12K	Hold	108	–	–	﹤0.01%	365
2020 Q4	$12K	Sell	108 -105	-49%	-$10K	﹤0.01%	330
2020 Q3	$18K	Buy	213 +105	+97%	+$8.38K	0.01%	271
2020 Q2	$8K	Sell	108 -45	-29%	-$3.38K	﹤0.01%	331
2020 Q1	$10K	Buy	153 +45	+42%	+$3.64K	﹤0.01%	329
2019 Q4	$10K	Buy	+108	New	+$9.21K	﹤0.01%	311

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Center for Financial Planning's SBUX Position: Q2 2026 in Review

Center for Financial Planning held its Starbucks (SBUX) position steady in Q2 2026 at 131 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Center for Financial Planning first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $18K in Q3 2020. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Center for Financial Planning held 131 shares of Starbucks worth $13.4K as of Q2 2026.
Center for Financial Planning left its Starbucks share count unchanged in Q2 2026.
Starbucks made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #471 holding.
Center for Financial Planning first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Starbucks position peaked at $18K in Q3 2020.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.