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OFC Financial Planning’s Starbucks SBUX Stock Holding History

OFC 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 		$219K Buy
+2,144
New +$216K 0.19% 52
2025
Q2 		– Sell
-2,144
Closed -$210K – 57
2025
Q1 		$210K Buy
+2,144
New +$222K 0.24% 51

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

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

OFC Financial Planning opened a new position in Starbucks (SBUX) in Q2 2026: 2,144 shares worth $219K. The stake represents 0.19% of the portfolio and ranks #52 among its holdings. This is a return to the name: OFC Financial Planning previously reported a position in SBUX as recently as Q1 2025.

OFC Financial Planning first reported a position in SBUX in Q1 2025 and has held it in 2 quarters since. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • OFC Financial Planning held 2,144 shares of Starbucks worth $219K as of Q2 2026.
  • Starbucks was a new OFC Financial Planning position in Q2 2026.
  • Starbucks made up 0.19% of OFC Financial Planning's portfolio in Q2 2026, its #52 holding.
  • OFC Financial Planning first reported a position in Starbucks in Q1 2025 and has held it in 2 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.