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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Planned Solutions's SBUX Position: Q2 2026 in Review

Planned Solutions opened a new position in Starbucks (SBUX) in Q2 2026: 1,981 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings. This is a return to the name: Planned Solutions previously reported a position in SBUX as recently as Q3 2024.

Planned Solutions first reported a position in SBUX in Q3 2020 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Planned Solutions held 1,981 shares of Starbucks worth $202K as of Q2 2026.
  • Starbucks was a new Planned Solutions position in Q2 2026.
  • Starbucks made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #151 holding.
  • Planned Solutions first reported a position in Starbucks in Q3 2020 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.