MCFP
SBUX icon

McCarley & Cook Financial Planners’s Starbucks SBUX Stock Holding History

McCarley & Cook Financial Planners’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 		– Sell
-5
Closed -$448 – 273
2026
Q1 		$448 Sell
5
-14
-74% -$1.32K ﹤0.01% 257
2025
Q4 		$1.6K Buy
+19
New +$1.6K ﹤0.01% 230

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 $3.38T AUM 44.17% 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

McCarley & Cook Financial Planners's SBUX Position: Q2 2026 in Review

McCarley & Cook Financial Planners sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 5 shares — an estimated $448 sold.

McCarley & Cook Financial Planners first reported a position in SBUX in Q4 2025 and held it in 2 quarters. The position peaked at $1.6K in Q4 2025. 2,410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • McCarley & Cook Financial Planners reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • McCarley & Cook Financial Planners sold 5 Starbucks shares in Q2 2026, an estimated $448.
  • McCarley & Cook Financial Planners first reported a position in Starbucks in Q4 2025 and held it in 2 quarters.
  • McCarley & Cook Financial Planners's Starbucks position peaked at $1.6K in Q4 2025.
  • 2,410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q2 2026, filed 21 Oct 2026.