Phillips Wealth Planners’s Starbucks SBUX Stock Holding History

Phillips Wealth 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	$865K	Buy	8,345 +677	+9%	+$68.2K	0.64%	44
2026 Q1	$811K	Buy	7,668 +1,040	+16%	+$98.4K	0.61%	45
2025 Q4	$639K	Sell	6,628 -1,509	-19%	-$127K	0.51%	58
2025 Q3	$668K	Buy	8,137 +794	+11%	+$71.1K	0.55%	57
2025 Q2	$697K	Buy	7,343 +1,229	+20%	+$107K	0.63%	48
2025 Q1	$522K	Buy	6,114 +958	+19%	+$99K	0.55%	60
2024 Q4	$476K	Buy	5,156 +1,739	+51%	+$168K	0.48%	70
2024 Q3	$326K	Buy	+3,417	New	+$293K	0.31%	118
2023 Q3	–	Sell	-2,383	Closed	-$236K	–	158
2023 Q2	$236K	Buy	+2,383	New	+$247K	0.31%	124

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phillips Wealth Planners's SBUX Position: Q2 2026 in Review

Phillips Wealth Planners increased its Starbucks (SBUX) stake by 8.8% in Q2 2026, buying an estimated $68.2K and bringing the position to 8,345 shares worth $865K. The position accounts for 0.64% of the portfolio, ranked #44.

Phillips Wealth Planners first reported a position in SBUX in Q2 2023 and has held it in 9 quarters since. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Phillips Wealth Planners held 8,345 shares of Starbucks worth $865K as of Q2 2026.
Phillips Wealth Planners bought 677 Starbucks shares in Q2 2026, an estimated $68.2K.
Starbucks made up 0.64% of Phillips Wealth Planners's portfolio in Q2 2026, its #44 holding.
Phillips Wealth Planners first reported a position in Starbucks in Q2 2023 and has held it in 9 quarters since.
2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.