Holistic Planning’s Starbucks SBUX Stock Holding History

Holistic 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
2026 Q1	$347K	Buy	3,878 +47	+1%	+$4.45K	0.07%	225
2025 Q4	$323K	Buy	+3,831	New	+$323K	0.07%	211

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

Holistic Planning's SBUX Position: Q1 2026 in Review

Holistic Planning increased its Starbucks (SBUX) stake by 1.2% in Q1 2026, buying an estimated $4.45K and bringing the position to 3,878 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #225.

Holistic Planning first reported a position in SBUX in Q4 2025 and has held it in 2 quarters since. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Holistic Planning held 3,878 shares of Starbucks worth $347K as of Q1 2026.
Holistic Planning bought 47 Starbucks shares in Q1 2026, an estimated $4.45K.
Starbucks made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #225 holding.
Holistic Planning first reported a position in Starbucks in Q4 2025 and has held it in 2 quarters since.
2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.