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 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 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

Phillips Wealth Planners's SBUX Position: Q1 2026 in Review

Phillips Wealth Planners increased its Starbucks (SBUX) stake by 16% in Q1 2026, buying an estimated $98.4K and bringing the position to 7,668 shares worth $811K. The position accounts for 0.61% of the portfolio, ranked #45.

Phillips Wealth Planners first reported a position in SBUX in Q2 2023 and has held it in 8 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Phillips Wealth Planners held 7,668 shares of Starbucks worth $811K as of Q1 2026.
Phillips Wealth Planners bought 1,040 Starbucks shares in Q1 2026, an estimated $98.4K.
Starbucks made up 0.61% of Phillips Wealth Planners's portfolio in Q1 2026, its #45 holding.
Phillips Wealth Planners first reported a position in Starbucks in Q2 2023 and has held it in 8 quarters since.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.