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Pinnacle Wealth Planning Services’s Starbucks SBUX Stock Holding History

Pinnacle Wealth Planning Services’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 		$271K Sell
3,027
-736
-20% -$69.6K 0.03% 371
2025
Q4 		$317K Sell
3,763
-3,007
-44% -$254K 0.03% 304
2025
Q3 		$573K Sell
6,770
-113
-2% -$10.1K 0.07% 183
2025
Q2 		$631K Buy
6,883
+220
+3% +$19.1K 0.08% 154
2025
Q1 		$654K Buy
6,663
+896
+16% +$92.6K 0.1% 126
2024
Q4 		$526K Buy
5,767
+218
+4% +$21.1K 0.08% 151
2024
Q3 		$541K Buy
5,549
+821
+17% +$70.4K 0.07% 179
2024
Q2 		$368K Sell
4,728
-680
-13% -$55.4K 0.05% 232
2024
Q1 		$494K Sell
5,408
-18
-0.3% -$1.67K 0.07% 194
2023
Q4 		$521K Sell
5,426
-133
-2% -$12.9K 0.08% 170
2023
Q3 		$507K Buy
5,559
+6
+0.1% +$589 0.08% 157
2023
Q2 		$550K Sell
5,553
-338
-6% -$35.1K 0.09% 155
2023
Q1 		$613K Buy
5,891
+12
+0.2% +$1.25K 0.1% 141
2022
Q4 		$583K Sell
5,879
-406
-6% -$38.3K 0.1% 139
2022
Q3 		$530K Sell
6,285
-190
-3% -$16.1K 0.1% 133
2022
Q2 		$495K Buy
6,475
+3,059
+90% +$235K 0.09% 157
2022
Q1 		$311K Sell
3,416
-850
-20% -$80.2K 0.06% 265
2021
Q4 		$499K Sell
4,266
-1,100
-20% -$124K 0.1% 155
2021
Q3 		$592K Buy
5,366
+1,392
+35% +$163K 0.13% 121
2021
Q2 		$444K Buy
3,974
+41
+1% +$4.63K 0.1% 159
2021
Q1 		$430K Buy
3,933
+410
+12% +$43K 0.11% 152
2020
Q4 		$376K Sell
3,523
-56
-2% -$5.35K 0.09% 150
2020
Q3 		$308K Buy
3,579
+262
+8% +$20.9K 0.1% 165
2020
Q2 		$244K Sell
3,317
-427
-11% -$32.1K 0.08% 187
2020
Q1 		$245K Buy
3,744
+836
+29% +$67.6K 0.12% 160
2019
Q4 		$255K Buy
2,908
+475
+20% +$40.5K 0.12% 176
2019
Q3 		$215K Buy
+2,433
New +$226K 0.12% 170

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

Pinnacle Wealth Planning Services's SBUX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Starbucks (SBUX) stake by 20% in Q1 2026, selling an estimated $69.6K and leaving 3,027 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #371.

Pinnacle Wealth Planning Services first reported a position in SBUX in Q3 2019 and has held it in 27 quarters since. The position peaked at $654K in Q1 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,027 shares of Starbucks worth $271K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 736 Starbucks shares in Q1 2026, an estimated $69.6K.
  • Starbucks made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #371 holding.
  • Pinnacle Wealth Planning Services first reported a position in Starbucks in Q3 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's Starbucks position peaked at $654K in Q1 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.