Mark Sheptoff Financial Planning’s Starbucks SBUX Stock Holding History

Mark Sheptoff 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 Q1	$7.24K	Hold	69	–	–	﹤0.01%	382
2025 Q4	$5.81K	Hold	69	–	–	﹤0.01%	411
2025 Q3	$5.84K	Hold	69	–	–	﹤0.01%	395
2025 Q2	$6.32K	Hold	69	–	–	﹤0.01%	381
2025 Q1	$6.77K	Hold	69	–	–	﹤0.01%	352
2024 Q4	$6.3K	Hold	69	–	–	﹤0.01%	348
2024 Q3	$6.73K	Hold	69	–	–	﹤0.01%	343
2024 Q2	$5.37K	Sell	69 -10	-13%	-$814	﹤0.01%	358
2024 Q1	$7.22K	Hold	79	–	–	﹤0.01%	313
2023 Q4	$7.58K	Hold	79	–	–	﹤0.01%	304
2023 Q3	$7.21K	Hold	79	–	–	﹤0.01%	285
2023 Q2	$7.83K	Hold	79	–	–	﹤0.01%	289
2023 Q1	$8.23K	Sell	79 -100	-56%	-$10.4K	﹤0.01%	275
2022 Q4	$17.8K	Sell	179 -100	-36%	-$9.44K	0.01%	228
2022 Q3	$24K	Sell	279 -500	-64%	-$42.5K	0.01%	193
2022 Q2	$60K	Buy	779 +25	+3%	+$1.92K	0.03%	144
2022 Q1	$69K	Sell	754 -756	-50%	-$71.3K	0.03%	152
2021 Q4	$177K	Hold	1,510	–	–	0.08%	113
2021 Q3	$167K	Hold	1,510	–	–	0.09%	115
2021 Q2	$169K	Hold	1,510	–	–	0.09%	112
2021 Q1	$165K	Sell	1,510 -200	-12%	-$21K	0.09%	106
2020 Q4	$183K	Buy	1,710 +200	+13%	+$19.1K	0.1%	101
2020 Q3	$130K	Hold	1,510	–	–	0.08%	112
2020 Q2	$111K	Buy	1,510 +1,500	+15,000%	+$113K	0.07%	114
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	329
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	355
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	350
2019 Q2	$1K	Sell	10 -3,475	-100%	-$273K	﹤0.01%	343
2019 Q1	$259K	Buy	3,485 +2,985	+597%	+$205K	0.19%	81
2018 Q4	$32K	Buy	+500	New	+$31.3K	0.03%	159
2018 Q3	–	Sell	-75	Closed	-$4K	–	378
2018 Q2	$4K	Hold	75	–	–	﹤0.01%	329
2018 Q1	$4K	Hold	75	–	–	﹤0.01%	341
2017 Q4	$4K	Sell	75 -100	-57%	-$5.66K	﹤0.01%	334
2017 Q3	$9K	Hold	175	–	–	0.01%	300
2017 Q2	$10K	Sell	175 -401	-70%	-$24.2K	0.01%	276
2017 Q1	$34K	Sell	576 -13,803	-96%	-$781K	0.02%	199
2016 Q4	$798K	Sell	14,379 -1,498	-9%	-$83K	0.59%	45
2016 Q3	$860K	Buy	15,877 +600	+4%	+$33.6K	0.64%	43
2016 Q2	$873K	Sell	15,277 -150	-1%	-$8.53K	0.65%	40
2016 Q1	$921K	Buy	15,427 +60	+0.4%	+$3.49K	0.75%	37
2015 Q4	$922K	Buy	15,367 +13,801	+881%	+$841K	0.75%	34
2015 Q3	$89K	Buy	1,566 +1,346	+612%	+$75.4K	0.08%	139
2015 Q2	$12K	Buy	+220	New	+$11.2K	0.01%	261

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's SBUX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Starbucks (SBUX) position steady in Q1 2026 at 69 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Mark Sheptoff Financial Planning first reported a position in SBUX in Q2 2015 and has held it in 43 quarters since. The position peaked at $922K in Q4 2015. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Mark Sheptoff Financial Planning held 69 shares of Starbucks worth $7.24K as of Q1 2026.
Mark Sheptoff Financial Planning left its Starbucks share count unchanged in Q1 2026.
Starbucks made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #382 holding.
Mark Sheptoff Financial Planning first reported a position in Starbucks in Q2 2015 and has held it in 43 quarters since.
Mark Sheptoff Financial Planning's Starbucks position peaked at $922K in Q4 2015.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.