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Keener Financial Planning’s Starbucks SBUX Stock Holding History

Keener Financial 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
2025
Q4 		– Sell
-100
Closed -$8K – 170
2025
Q3 		$8K Hold
100
– – ﹤0.01% 166
2025
Q2 		$9K Hold
100
– – ﹤0.01% 167
2025
Q1 		$9K Hold
100
– – 0.01% 129
2024
Q4 		$9K Hold
100
– – 0.01% 138
2024
Q3 		$9K Hold
100
– – 0.01% 136
2024
Q2 		$7K Hold
100
– – ﹤0.01% 149
2024
Q1 		$10K Hold
100
– – 0.01% 154
2023
Q4 		$10K Buy
+100
New +$9.73K 0.01% 144

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Keener Financial Planning's SBUX Position: Q4 2025 in Review

Keener Financial Planning sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 100 shares — an estimated $8K sold.

Keener Financial Planning first reported a position in SBUX in Q4 2023 and held it in 8 quarters. The position peaked at $10K in Q1 2024. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Keener Financial Planning reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 100 Starbucks shares in Q4 2025, an estimated $8K.
  • Keener Financial Planning first reported a position in Starbucks in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Starbucks position peaked at $10K in Q1 2024.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.