Estate Planners Group’s Starbucks SBUX Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-346	Closed	-$29.1K	–	349
2025 Q4	$29.1K	Buy	+346	New	+$29.2K	0.01%	177

Other funds holding SBUX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Planners Group's SBUX Position: Q1 2026 in Review

Estate Planners Group sold out of Starbucks (SBUX) in Q1 2026, closing a stake of 346 shares — an estimated $29.1K sold.

Estate Planners Group first reported a position in SBUX in Q4 2025 and held it in 1 quarter. The position peaked at $29.1K in Q4 2025. 2,343 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Estate Planners Group reported no remaining Starbucks position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 346 Starbucks shares in Q1 2026, an estimated $29.1K.
Estate Planners Group first reported a position in Starbucks in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Starbucks position peaked at $29.1K in Q4 2025.
2,343 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.