HP
SBUX icon

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
Q2 		$395K Sell
3,864
-14
-0.4% -$1.41K 0.06% 238
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 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

Holistic Planning's SBUX Position: Q2 2026 in Review

Holistic Planning reduced its Starbucks (SBUX) stake by 0.36% in Q2 2026, selling an estimated $1.41K and leaving 3,864 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #238.

Holistic Planning first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Holistic Planning held 3,864 shares of Starbucks worth $395K as of Q2 2026.
  • Holistic Planning sold 14 Starbucks shares in Q2 2026, an estimated $1.41K.
  • Starbucks made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #238 holding.
  • Holistic Planning first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.