Creative Planning’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.5M | Buy |
508,092
+2,979
| +0.6% | +$282K | 0.03% | 234 |
|
|
2025
Q4 | $42.5M | Buy |
505,113
+11,225
| +2% | +$947K | 0.03% | 226 |
|
|
2025
Q3 | $41.8M | Sell |
493,888
-14,956
| -3% | -$1.34M | 0.03% | 219 |
|
|
2025
Q2 | $46.6M | Buy |
508,844
+65,768
| +15% | +$5.7M | 0.04% | 184 |
|
|
2025
Q1 | $43.5M | Buy |
443,076
+35,235
| +9% | +$3.64M | 0.04% | 184 |
|
|
2024
Q4 | $37.2M | Sell |
407,841
-9,840
| -2% | -$952K | 0.04% | 185 |
|
|
2024
Q3 | $40.7M | Sell |
417,681
-21,008
| -5% | -$1.8M | 0.04% | 169 |
|
|
2024
Q2 | $34.2M | Sell |
438,689
-3,405
| -0.8% | -$277K | 0.04% | 186 |
|
|
2024
Q1 | $40.4M | Buy |
442,094
+8,023
| +2% | +$746K | 0.04% | 160 |
|
|
2023
Q4 | $41.7M | Buy |
434,071
+2,515
| +0.6% | +$245K | 0.08% | 146 |
|
|
2023
Q3 | $39.4M | Buy |
431,556
+66,111
| +18% | +$6.49M | 0.05% | 152 |
|
|
2023
Q2 | $36.2M | Buy |
365,445
+16,518
| +5% | +$1.71M | 0.05% | 147 |
|
|
2023
Q1 | $36.3M | Sell |
348,927
-18,269
| -5% | -$1.9M | 0.05% | 137 |
|
|
2022
Q4 | $36.4M | Buy |
367,196
+12,419
| +4% | +$1.17M | 0.05% | 137 |
|
|
2022
Q3 | $29.9M | Sell |
354,777
-2,488
| -0.7% | -$211K | 0.05% | 138 |
|
|
2022
Q2 | $27.3M | Buy |
357,265
+18,340
| +5% | +$1.41M | 0.05% | 161 |
|
|
2022
Q1 | $30.8M | Buy |
338,925
+44,886
| +15% | +$4.24M | 0.05% | 149 |
|
|
2021
Q4 | $34.4M | Sell |
294,039
-25,185
| -8% | -$2.84M | 0.06% | 125 |
|
|
2021
Q3 | $35.2M | Buy |
319,224
+13,986
| +5% | +$1.64M | 0.06% | 116 |
|
|
2021
Q2 | $34.1M | Sell |
305,238
-20,093
| -6% | -$2.27M | 0.06% | 112 |
|
|
2021
Q1 | $35.5M | Sell |
325,331
-3,498
| -1% | -$367K | 0.07% | 106 |
|
|
2020
Q4 | $35.2M | Buy |
328,829
+62,086
| +23% | +$5.93M | 0.08% | 103 |
|
|
2020
Q3 | $22.9M | Buy |
266,743
+1,927
| +0.7% | +$154K | 0.06% | 127 |
|
|
2020
Q2 | $19.5M | Sell |
264,816
-479
| -0.2% | -$36K | 0.06% | 123 |
|
|
2020
Q1 | $17.4M | Buy |
265,295
+3,335
| +1% | +$270K | 0.06% | 118 |
|
|
2019
Q4 | $23M | Sell |
261,960
-5,657
| -2% | -$482K | 0.07% | 113 |
|
|
2019
Q3 | $23.7M | Sell |
267,617
-1,707
| -0.6% | -$158K | 0.08% | 104 |
|
|
2019
Q2 | $22.6M | Buy |
269,324
+8,031
| +3% | +$630K | 0.08% | 104 |
|
|
2019
Q1 | $19.4M | Buy |
261,293
+8,065
| +3% | +$554K | 0.07% | 107 |
|
|
2018
Q4 | $16.3M | Buy |
253,228
+116
| +0% | +$7.26K | 0.07% | 110 |
|
|
2018
Q3 | $14.4M | Buy |
253,112
+2,311
| +0.9% | +$122K | 0.05% | 133 |
|
|
2018
Q2 | $12.3M | Buy |
250,801
+79
| +0% | +$4.48K | 0.05% | 134 |
|
|
2018
Q1 | $14.5M | Buy |
250,722
+1,756
| +0.7% | +$102K | 0.06% | 116 |
|
|
2017
Q4 | $14.3M | Buy |
248,966
+26,055
| +12% | +$1.47M | 0.06% | 118 |
|
|
2017
Q3 | $12M | Sell |
222,911
-28,595
| -11% | -$1.58M | 0.06% | 127 |
|
|
2017
Q2 | $14.7M | Sell |
251,506
-10,317
| -4% | -$624K | 0.07% | 108 |
|
|
2017
Q1 | $15.3M | Buy |
261,823
+5,967
| +2% | +$338K | 0.08% | 95 |
|
|
2016
Q4 | $14.2M | Sell |
255,856
-36,409
| -12% | -$2.02M | 0.09% | 99 |
|
|
2016
Q3 | $15.8M | Buy |
292,265
+43,799
| +18% | +$2.45M | 0.1% | 93 |
|
|
2016
Q2 | $14.2M | Buy |
248,466
+28,780
| +13% | +$1.64M | 0.1% | 89 |
|
|
2016
Q1 | $13.1M | Buy |
219,686
+22,448
| +11% | +$1.31M | 0.1% | 88 |
|
|
2015
Q4 | $11.8M | Buy |
197,238
+36,837
| +23% | +$2.24M | 0.1% | 94 |
|
|
2015
Q3 | $9.12M | Buy |
160,401
+17,797
| +12% | +$997K | 0.08% | 106 |
|
|
2015
Q2 | $7.65M | Buy |
142,604
+7,724
| +6% | +$392K | 0.07% | 120 |
|
|
2015
Q1 | $6.39M | Buy |
134,880
+5,184
| +4% | +$233K | 0.06% | 125 |
|
|
2014
Q4 | $5.32M | Buy |
129,696
+12,448
| +11% | +$486K | 0.06% | 138 |
|
|
2014
Q3 | $4.42M | Buy |
117,248
+28,020
| +31% | +$1.08M | 0.05% | 141 |
|
|
2014
Q2 | $3.45M | Buy |
89,228
+4,260
| +5% | +$155K | 0.04% | 156 |
|
|
2014
Q1 | $3.12M | Buy |
84,968
+6,296
| +8% | +$233K | 0.05% | 142 |
|
|
2013
Q4 | $3.08M | Buy |
78,672
+10,162
| +15% | +$402K | 0.05% | 135 |
|
|
2013
Q3 | $2.64M | Buy |
68,510
+25,176
| +58% | +$905K | 0.05% | 125 |
|
|
2013
Q2 | $1.42M | Buy |
+43,334
| New | +$1.35M | 0.03% | 184 |
|
Other funds holding SBUX
VCM
VPM
