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Kerr Financial Planning’s Starbucks SBUX Stock Holding History

Kerr 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
2026
Q2 		$65K Buy
637
+1
+0.2% +$101 0.07% 161
2026
Q1 		$61.5K Buy
636
+18
+3% +$1.7K 0.04% 161
2025
Q4 		$59.7K Buy
618
+1
+0.2% +$84 0.08% 163
2025
Q3 		$52.5K Buy
+617
New +$55.2K 0.07% 158

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

Kerr Financial Planning's SBUX Position: Q2 2026 in Review

Kerr Financial Planning increased its Starbucks (SBUX) stake by 0.16% in Q2 2026, buying an estimated $101 and bringing the position to 637 shares worth $65K. The position accounts for 0.07% of the portfolio, ranked #161.

Kerr Financial Planning first reported a position in SBUX in Q3 2025 and has held it in 4 quarters since. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Kerr Financial Planning held 637 shares of Starbucks worth $65K as of Q2 2026.
  • Kerr Financial Planning bought 1 Starbucks share in Q2 2026, an estimated $101.
  • Starbucks made up 0.07% of Kerr Financial Planning's portfolio in Q2 2026, its #161 holding.
  • Kerr Financial Planning first reported a position in Starbucks in Q3 2025 and has held it in 4 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.