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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.