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 | |
|---|---|---|---|---|---|---|---|---|
|
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
Creative Planning's SBUX Position: Q2 2026 in Review
Creative Planning increased its Starbucks (SBUX) stake by 14% in Q2 2026, buying an estimated $7.16M and bringing the position to 579,189 shares worth $59.2M. The position accounts for 0.03% of the portfolio, ranked #216.
Creative Planning first reported a position in SBUX in Q2 2013 and has held it in 53 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.
- Creative Planning held 579,189 shares of Starbucks worth $59.2M as of Q2 2026.
- Creative Planning bought 71,097 Starbucks shares in Q2 2026, an estimated $7.16M.
- Starbucks made up 0.03% of Creative Planning's portfolio in Q2 2026, its #216 holding.
- Creative Planning first reported a position in Starbucks in Q2 2013 and has held it in 53 quarters since.
- 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.