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PDS Planning’s Starbucks SBUX Stock Holding History

PDS 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 		$740K Buy
8,255
+364
+5% +$34.4K 0.05% 189
2025
Q4 		$665K Buy
7,891
+678
+9% +$57.2K 0.04% 206
2025
Q3 		$610K Sell
7,213
-538
-7% -$48.2K 0.04% 209
2025
Q2 		$710K Buy
7,751
+159
+2% +$13.8K 0.05% 175
2025
Q1 		$745K Buy
7,592
+569
+8% +$58.8K 0.06% 152
2024
Q4 		$641K Buy
7,023
+372
+6% +$36K 0.06% 149
2024
Q3 		$648K Sell
6,651
-53
-0.8% -$4.55K 0.06% 151
2024
Q2 		$522K Buy
6,704
+340
+5% +$27.7K 0.05% 167
2024
Q1 		$582K Buy
6,364
+140
+2% +$13K 0.06% 142
2023
Q4 		$598K Buy
6,224
+34
+0.5% +$3.31K 0.07% 122
2023
Q3 		$565K Sell
6,190
-36
-0.6% -$3.53K 0.07% 114
2023
Q2 		$617K Buy
6,226
+306
+5% +$31.8K 0.08% 111
2023
Q1 		$616K Buy
5,920
+1,796
+44% +$187K 0.09% 102
2022
Q4 		$409K Buy
4,124
+138
+3% +$13K 0.07% 117
2022
Q3 		$336K Sell
3,986
-216
-5% -$18.4K 0.06% 122
2022
Q2 		$321K Sell
4,202
-311
-7% -$23.9K 0.06% 130
2022
Q1 		$411K Sell
4,513
-92
-2% -$8.68K 0.07% 113
2021
Q4 		$539K Buy
4,605
+261
+6% +$29.4K 0.1% 86
2021
Q3 		$479K Buy
4,344
+206
+5% +$24.1K 0.11% 90
2021
Q2 		$463K Buy
4,138
+159
+4% +$18K 0.11% 92
2021
Q1 		$435K Buy
3,979
+339
+9% +$35.6K 0.13% 87
2020
Q4 		$389K Buy
3,640
+985
+37% +$94K 0.13% 83
2020
Q3 		$228K Buy
+2,655
New +$212K 0.09% 118

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning's SBUX Position: Q1 2026 in Review

PDS Planning increased its Starbucks (SBUX) stake by 4.6% in Q1 2026, buying an estimated $34.4K and bringing the position to 8,255 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #189.

PDS Planning first reported a position in SBUX in Q3 2020 and has held it in 23 quarters since. The position peaked at $745K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • PDS Planning held 8,255 shares of Starbucks worth $740K as of Q1 2026.
  • PDS Planning bought 364 Starbucks shares in Q1 2026, an estimated $34.4K.
  • Starbucks made up 0.05% of PDS Planning's portfolio in Q1 2026, its #189 holding.
  • PDS Planning first reported a position in Starbucks in Q3 2020 and has held it in 23 quarters since.
  • PDS Planning's Starbucks position peaked at $745K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.