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 Q1	$4.48K	Buy	+50	New	+$4.73K	﹤0.01%	312

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Comprehensive Financial Planning's SBUX Position: Q1 2026 in Review

Comprehensive Financial Planning opened a new position in Starbucks (SBUX) in Q1 2026: 50 shares worth $4.48K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings.

2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Comprehensive Financial Planning held 50 shares of Starbucks worth $4.48K as of Q1 2026.
Starbucks was a new Comprehensive Financial Planning position in Q1 2026.
Starbucks made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #312 holding.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.