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Journey Retirement Planning & Investment Management’s Starbucks SBUX Stock Holding History

Journey Retirement Planning & Investment Management’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 		$783K Sell
7,661
-744
-9% -$74.9K 0.61% 43
2026
Q1 		$753K Sell
8,405
-26,167
-76% -$2.48M 0.66% 41
2025
Q4 		$2.91M Buy
+34,572
New +$2.92M 0.6% 41

Other funds holding SBUX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SBUX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Starbucks (SBUX) stake by 8.9% in Q2 2026, selling an estimated $74.9K and leaving 7,661 shares worth $783K. The position accounts for 0.61% of the portfolio, ranked #43.

Journey Retirement Planning & Investment Management first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.91M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 7,661 shares of Starbucks worth $783K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 744 Starbucks shares in Q2 2026, an estimated $74.9K.
  • Starbucks made up 0.61% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #43 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Starbucks position peaked at $2.91M in Q4 2025.
  • 1,339 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.