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Planned Solutions’s Starbucks SBUX Stock Holding History

Planned Solutions’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 		– Sell
-1,981
Closed -$202K – 160
2026
Q2 		$202K Buy
+1,981
New +$200K 0.06% 151
2024
Q4 		– Sell
-1,682
Closed -$164K – 529
2024
Q3 		$164K Buy
+1,682
New +$144K 0.07% 136
2024
Q1 		– Sell
-1,354
Closed -$130K – 456
2023
Q4 		$130K Buy
+1,354
New +$132K 0.06% 145
2021
Q1 		– Sell
-1,374
Closed -$147K – 340
2020
Q4 		$147K Hold
1,374
– – 0.12% 72
2020
Q3 		$118K Buy
+1,374
New +$110K 0.12% 74

Other funds holding SBUX

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Planned Solutions's SBUX Position: Q3 2026 in Review

Planned Solutions sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 1,981 shares — an estimated $202K sold.

Planned Solutions first reported a position in SBUX in Q3 2020 and held it in 5 quarters. The position peaked at $202K in Q2 2026. 435 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Planned Solutions reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • Planned Solutions sold 1,981 Starbucks shares in Q3 2026, an estimated $202K.
  • Planned Solutions first reported a position in Starbucks in Q3 2020 and held it in 5 quarters.
  • Planned Solutions's Starbucks position peaked at $202K in Q2 2026.
  • 435 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.