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Comprehensive Financial Planning’s Starbucks SBUX Stock Holding History

Comprehensive 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 		$5.11K Hold
50
– – ﹤0.01% 327
2026
Q1 		$4.48K Buy
+50
New +$4.73K ﹤0.01% 312

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

Comprehensive Financial Planning's SBUX Position: Q2 2026 in Review

Comprehensive Financial Planning held its Starbucks (SBUX) position steady in Q2 2026 at 50 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Comprehensive Financial Planning first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Comprehensive Financial Planning held 50 shares of Starbucks worth $5.11K as of Q2 2026.
  • Comprehensive Financial Planning left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #327 holding.
  • Comprehensive Financial Planning first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.