LFP
SBUX icon

Lakeshore Financial Planning’s Starbucks SBUX Stock Holding History

Lakeshore 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 		$234K Sell
2,287
-53
-2% -$5.34K 0.08% 82
2026
Q1 		$210K Buy
+2,340
New +$221K 0.08% 82
2025
Q3 		– Sell
-2,297
Closed -$210K – 85
2025
Q2 		$210K Buy
2,297
+5
+0.2% +$433 0.08% 73
2025
Q1 		$225K Buy
2,292
+3
+0.1% +$310 0.09% 66
2024
Q4 		$209K Buy
2,289
+4
+0.2% +$387 0.09% 73
2024
Q3 		$223K Buy
+2,285
New +$196K 0.1% 67
2024
Q2 		– Sell
-2,252
Closed -$206K – 71
2024
Q1 		$206K Buy
2,252
+2
+0.1% +$186 0.1% 65
2023
Q4 		$216K Buy
2,250
+4
+0.2% +$389 0.12% 54
2023
Q3 		$205K Buy
+2,246
New +$220K 0.12% 58

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Lakeshore Financial Planning reduced its Starbucks (SBUX) stake by 2.3% in Q2 2026, selling an estimated $5.34K and leaving 2,287 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #82.

Lakeshore Financial Planning first reported a position in SBUX in Q3 2023 and has held it in 9 quarters since. 1,124 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Lakeshore Financial Planning held 2,287 shares of Starbucks worth $234K as of Q2 2026.
  • Lakeshore Financial Planning sold 53 Starbucks shares in Q2 2026, an estimated $5.34K.
  • Starbucks made up 0.08% of Lakeshore Financial Planning's portfolio in Q2 2026, its #82 holding.
  • Lakeshore Financial Planning first reported a position in Starbucks in Q3 2023 and has held it in 9 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

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