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Financial Life Planners’s Starbucks SBUX Stock Holding History

Financial Life Planners’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
Q2 		$1.73K Sell
17
-6
-26% -$604 ﹤0.01% 289
2026
Q1 		$2.05K Buy
+23
New +$2.18K ﹤0.01% 304
2025
Q4 		– Sell
-24
Closed -$2K – 274
2025
Q3 		$2K Buy
+24
New +$2.15K ﹤0.01% 298
2025
Q1 		– Sell
-274
Closed -$25K – 314
2024
Q4 		$25K Buy
+274
New +$26.5K 0.02% 183

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Financial Life Planners's SBUX Position: Q2 2026 in Review

Financial Life Planners reduced its Starbucks (SBUX) stake by 26% in Q2 2026, selling an estimated $604 and leaving 17 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Financial Life Planners first reported a position in SBUX in Q4 2024 and has held it in 4 quarters since. The position peaked at $25K in Q4 2024. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Financial Life Planners held 17 shares of Starbucks worth $1.73K as of Q2 2026.
  • Financial Life Planners sold 6 Starbucks shares in Q2 2026, an estimated $604.
  • Starbucks made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #289 holding.
  • Financial Life Planners first reported a position in Starbucks in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Starbucks position peaked at $25K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.