Phillips Wealth Planners
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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
Q3 		$933K Buy
9,085
+740
+9% +$76.4K 0.66% 43
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
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Phillips Wealth Planners's SBUX Position: Q3 2026 in Review

Phillips Wealth Planners increased its Starbucks (SBUX) stake by 8.9% in Q3 2026, buying an estimated $76.4K and bringing the position to 9,085 shares worth $933K. The position accounts for 0.66% of the portfolio, ranked #43.

Phillips Wealth Planners first reported a position in SBUX in Q2 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Phillips Wealth Planners held 9,085 shares of Starbucks worth $933K as of Q3 2026.
  • Phillips Wealth Planners bought 740 Starbucks shares in Q3 2026, an estimated $76.4K.
  • Starbucks made up 0.66% of Phillips Wealth Planners's portfolio in Q3 2026, its #43 holding.
  • Phillips Wealth Planners first reported a position in Starbucks in Q2 2023 and has held it in 10 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.