CPG
SBUX icon

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
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's SBUX Position: Q1 2026 in Review

Cornerstone Planning Group increased its Starbucks (SBUX) stake by 32% in Q1 2026, buying an estimated $15.4K and bringing the position to 676 shares worth $70.8K. The position accounts for 0.01% of the portfolio, ranked #315.

Cornerstone Planning Group first reported a position in SBUX in Q4 2022 and has held it in 13 quarters since. The position peaked at $195K in Q4 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Cornerstone Planning Group held 676 shares of Starbucks worth $70.8K as of Q1 2026.
  • Cornerstone Planning Group bought 163 Starbucks shares in Q1 2026, an estimated $15.4K.
  • Starbucks made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #315 holding.
  • Cornerstone Planning Group first reported a position in Starbucks in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Starbucks position peaked at $195K in Q4 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.