Creative Planning
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Creative Planning’s Starbucks SBUX Stock Holding History

Creative 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
2025
Q3 		– Sell
-100
Closed -$4 – 4002
2025
Q2 		$4 Buy
+100
New +$8.67K ﹤0.01% 3678
2023
Q4 		– Sell
-400
Closed -$1.12K – 3047
2023
Q3 		$1.12K Buy
+400
New +$39.3K ﹤0.01% 2830
2022
Q4 		– Sell
-500
Closed -$17K – 2593
2022
Q3 		$17K Hold
500
– – ﹤0.01% 2192
2022
Q2 		$14K Buy
+500
New +$38.4K ﹤0.01% 2169
2021
Q2 		– Sell
-1,400
Closed -$15K – 2508
2021
Q1 		$15K Sell
1,400
-1,200
-46% -$126K ﹤0.01% 2458
2020
Q4 		$27K Hold
2,600
– – ﹤0.01% 2160
2020
Q3 		$9K Buy
2,600
+1,500
+136% +$120K ﹤0.01% 2024
2020
Q2 		$2K Buy
1,100
+800
+267% +$60.1K ﹤0.01% 1959
2020
Q1 		$2K Buy
+300
New +$24.3K ﹤0.01% 1827
2018
Q3 		– Sell
-100
Closed -$1K – 2157
2018
Q2 		$1K Buy
+100
New +$5.68K ﹤0.01% 2030
2017
Q3 		– Sell
-10,000
Closed -$26K – 3375
2017
Q2 		$26K Sell
10,000
-1,500
-13% -$90.7K ﹤0.01% 2995
2017
Q1 		$38K Buy
11,500
+1,300
+13% +$73.6K ﹤0.01% 2675
2016
Q4 		$38K Sell
10,200
-1,200
-11% -$66.5K ﹤0.01% 2614
2016
Q3 		$39K Buy
11,400
+200
+2% +$11.2K ﹤0.01% 2561
2016
Q2 		$66K Sell
11,200
-2,200
-16% -$125K ﹤0.01% 1952
2016
Q1 		$133K Sell
13,400
-26,800
-67% -$1.56M ﹤0.01% 1463
2015
Q4 		$575K Buy
40,200
+12,000
+43% +$731K ﹤0.01% 699
2015
Q3 		$382K Buy
28,200
+1,200
+4% +$67.2K ﹤0.01% 856
2015
Q2 		$288K Sell
27,000
-3,200
-11% -$162K ﹤0.01% 804
2015
Q1 		$177K Buy
30,200
+3,200
+12% +$144K ﹤0.01% 1258
2014
Q4 		$141K Hold
27,000
– – ﹤0.01% 1351
2014
Q3 		$94K Hold
27,000
– – ﹤0.01% 1519
2014
Q2 		$121K Buy
27,000
+25,000
+1,250% +$908K ﹤0.01% 1320
2014
Q1 		$3K Buy
+2,000
New +$74K ﹤0.01% 3270

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

Creative Planning's SBUX Position: Q1 2026 in Review

Creative Planning increased its Starbucks (SBUX) stake by 0.59% in Q1 2026, buying an estimated $282K and bringing the position to 508,092 shares worth $45.5M. The position accounts for 0.03% of the portfolio, ranked #234.

Creative Planning first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.6M in Q2 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Creative Planning held 508,092 shares of Starbucks worth $45.5M as of Q1 2026.
  • Creative Planning bought 2,979 Starbucks shares in Q1 2026, an estimated $282K.
  • Starbucks made up 0.03% of Creative Planning's portfolio in Q1 2026, its #234 holding.
  • Creative Planning first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Starbucks position peaked at $46.6M in Q2 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.