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
2023
Q1 		– Sell
-2,000
Closed -$720 – 2759
2022
Q4 		$720 Buy
+2,000
New +$189K ﹤0.01% 2449
2017
Q3 		– Sell
-5,400
Closed -$2K – 3376
2017
Q2 		$2K Sell
5,400
-5,200
-49% -$314K ﹤0.01% 4330
2017
Q1 		$9K Buy
10,600
+2,200
+26% +$124K ﹤0.01% 3662
2016
Q4 		$14K Buy
8,400
+100
+1% +$5.54K ﹤0.01% 3325
2016
Q3 		$7K Buy
8,300
+3,300
+66% +$185K ﹤0.01% 3740
2016
Q2 		$8K Hold
5,000
– – ﹤0.01% 3397
2016
Q1 		$10K Sell
5,000
-500
-9% -$29.1K ﹤0.01% 3233
2015
Q4 		$14K Buy
+5,500
New +$335K ﹤0.01% 3078

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

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.