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Planning Center Inc’s Starbucks SBUX Stock Holding History

Planning Center Inc’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 		$278K Buy
3,107
+76
+3% +$7.19K 0.03% 62
2025
Q4 		$255K Sell
3,031
-352
-10% -$29.7K 0.03% 65
2025
Q3 		$286K Buy
3,383
+1
+0% +$90 0.03% 63
2025
Q2 		$310K Sell
3,382
-870
-20% -$75.4K 0.03% 58
2025
Q1 		$417K Buy
4,252
+8
+0.2% +$827 0.05% 50
2024
Q4 		$387K Sell
4,244
-249
-6% -$24.1K 0.05% 46
2024
Q3 		$438K Buy
4,493
+7
+0.2% +$601 0.05% 47
2024
Q2 		$349K Buy
4,486
+8
+0.2% +$652 0.05% 50
2024
Q1 		$409K Buy
4,478
+9
+0.2% +$837 0.09% 40
2023
Q4 		$429K Buy
4,469
+54
+1% +$5.26K 0.1% 37
2023
Q3 		$403K Sell
4,415
-68
-2% -$6.67K 0.1% 35
2023
Q2 		$444K Buy
4,483
+30
+0.7% +$3.11K 0.11% 33
2023
Q1 		$476K Buy
4,453
+8
+0.2% +$833 0.13% 32
2022
Q4 		$441K Buy
4,445
+7
+0.2% +$661 0.13% 39
2022
Q3 		$383K Sell
4,438
-113
-2% -$9.6K 0.3% 26
2022
Q2 		$359K Buy
4,551
+9
+0.2% +$691 0.28% 27
2022
Q1 		$413K Buy
4,542
+7
+0.2% +$661 1.19% 23
2021
Q4 		$443K Buy
+4,535
New +$511K 0.35% 23

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

Planning Center Inc's SBUX Position: Q1 2026 in Review

Planning Center Inc increased its Starbucks (SBUX) stake by 2.5% in Q1 2026, buying an estimated $7.19K and bringing the position to 3,107 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #62.

Planning Center Inc first reported a position in SBUX in Q4 2021 and has held it in 18 quarters since. The position peaked at $476K in Q1 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Planning Center Inc held 3,107 shares of Starbucks worth $278K as of Q1 2026.
  • Planning Center Inc bought 76 Starbucks shares in Q1 2026, an estimated $7.19K.
  • Starbucks made up 0.03% of Planning Center Inc's portfolio in Q1 2026, its #62 holding.
  • Planning Center Inc first reported a position in Starbucks in Q4 2021 and has held it in 18 quarters since.
  • Planning Center Inc's Starbucks position peaked at $476K in Q1 2023.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Planning Center Inc's 13F filing for Q1 2026, filed 28 Apr 2026.