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Cornerstone Planning Group’s Starbucks SBUX Stock Holding History

Cornerstone Planning Group’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 		$62.9K Sell
605
-71
-11% -$7.15K 0.01% 348
2026
Q1 		$70.8K Buy
676
+163
+32% +$15.4K 0.01% 315
2025
Q4 		$48.8K Sell
513
-234
-31% -$19.7K 0.01% 356
2025
Q3 		$13.5K Buy
747
+482
+182% +$43.1K ﹤0.01% 687
2025
Q2 		$23.9K Sell
265
-228
-46% -$19.8K ﹤0.01% 379
2025
Q1 		$40.8K Buy
493
+243
+97% +$25.1K 0.01% 272
2024
Q4 		$25K Buy
250
+28
+13% +$2.71K 0.01% 281
2024
Q3 		$21.6K Sell
222
-1,412
-86% -$121K 0.01% 289
2024
Q2 		$121K Sell
1,634
-139
-8% -$11.3K 0.03% 119
2024
Q1 		$130K Sell
1,773
-253
-12% -$23.5K 0.04% 100
2023
Q4 		$195K Buy
2,026
+1,351
+200% +$131K 0.06% 82
2023
Q3 		$61.6K Sell
675
-123
-15% -$12.1K 0.02% 156
2023
Q2 		$79K Buy
+798
New +$82.8K 0.03% 159
2022
Q4 		$77K Buy
+739
New +$69.7K 0.03% 195

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

Cornerstone Planning Group's SBUX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Starbucks (SBUX) stake by 11% in Q2 2026, selling an estimated $7.15K and leaving 605 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #348.

Cornerstone Planning Group first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $195K in Q4 2023. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Cornerstone Planning Group held 605 shares of Starbucks worth $62.9K as of Q2 2026.
  • Cornerstone Planning Group sold 71 Starbucks shares in Q2 2026, an estimated $7.15K.
  • Starbucks made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #348 holding.
  • Cornerstone Planning Group first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Starbucks position peaked at $195K in Q4 2023.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.