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Plante Moran Financial Advisors’s Starbucks SBUX Stock Holding History

Plante Moran Financial Advisors’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 		$43.5K Sell
485
-1,028
-68% -$97.2K ﹤0.01% 334
2025
Q4 		$127K Sell
1,513
-84
-5% -$7.09K 0.01% 208
2025
Q3 		$135K Buy
1,597
+9
+0.6% +$806 0.01% 204
2025
Q2 		$146K Sell
1,588
-83
-5% -$7.19K 0.01% 191
2025
Q1 		$164K Buy
1,671
+275
+20% +$28.4K 0.01% 191
2024
Q4 		$127K Sell
1,396
-217
-13% -$21K 0.01% 225
2024
Q3 		$157K Sell
1,613
-1,180
-42% -$101K 0.01% 206
2024
Q2 		$217K Buy
2,793
+1,041
+59% +$84.8K 0.02% 166
2024
Q1 		$160K Sell
1,752
-2,078
-54% -$193K 0.02% 190
2023
Q4 		$368K Sell
3,830
-923
-19% -$89.8K 0.04% 106
2023
Q3 		$434K Buy
4,753
+627
+15% +$61.5K 0.05% 87
2023
Q2 		$409K Buy
4,126
+80
+2% +$8.3K 0.05% 89
2023
Q1 		$421K Sell
4,046
-2,826
-41% -$294K 0.06% 89
2022
Q4 		$682K Buy
6,872
+2,138
+45% +$202K 0.1% 63
2022
Q3 		$399K Buy
4,734
+204
+5% +$17.3K 0.07% 87
2022
Q2 		$346K Sell
4,530
-200
-4% -$15.4K 0.06% 102
2022
Q1 		$430K Buy
4,730
+111
+2% +$10.5K 0.08% 98
2021
Q4 		$540K Buy
4,619
+541
+13% +$61K 0.09% 82
2021
Q3 		$450K Sell
4,078
-1,917
-32% -$224K 0.1% 98
2021
Q2 		$670K Sell
5,995
-518
-8% -$58.6K 0.16% 69
2021
Q1 		$712K Sell
6,513
-1,361
-17% -$143K 0.19% 59
2020
Q4 		$842K Buy
7,874
+4,160
+112% +$397K 0.26% 49
2020
Q3 		$319K Buy
3,714
+73
+2% +$5.82K 0.11% 104
2020
Q2 		$268K Sell
3,641
-35
-1% -$2.63K 0.11% 102
2020
Q1 		$242K Sell
3,676
-8
-0.2% -$647 0.11% 95
2019
Q4 		$324K Sell
3,684
-104
-3% -$8.87K 0.11% 113
2019
Q3 		$335K Sell
3,788
-772
-17% -$71.6K 0.1% 117
2019
Q2 		$382K Buy
4,560
+24
+0.5% +$1.88K 0.12% 104
2019
Q1 		$337K Buy
4,536
+773
+21% +$53.1K 0.1% 106
2018
Q4 		$242K Buy
3,763
+344
+10% +$21.5K 0.08% 122
2018
Q3 		$194K Sell
3,419
-792
-19% -$41.9K 0.06% 155
2018
Q2 		$206K Sell
4,211
-1,272
-23% -$72.2K 0.1% 158
2018
Q1 		$317K Buy
5,483
+1,013
+23% +$58.6K 0.17% 107
2017
Q4 		$257K Buy
4,470
+219
+5% +$12.4K 0.14% 116
2017
Q3 		$228K Sell
4,251
-449
-10% -$24.9K 0.14% 117
2017
Q2 		$274K Sell
4,700
-265
-5% -$16K 0.17% 100
2017
Q1 		$290K Sell
4,965
-2,335
-32% -$132K 0.17% 101
2016
Q4 		$405K Buy
7,300
+1,949
+36% +$108K 0.25% 78
2016
Q3 		$290K Buy
5,351
+1,621
+43% +$90.7K 0.2% 97
2016
Q2 		$213K Buy
3,730
+410
+12% +$23.3K 0.15% 114
2016
Q1 		$198K Sell
3,320
-83
-2% -$4.83K 0.15% 110
2015
Q4 		$204K Buy
3,403
+579
+21% +$35.3K 0.15% 106
2015
Q3 		$161K Buy
2,824
+640
+29% +$35.9K 0.13% 123
2015
Q2 		$117K Buy
2,184
+24
+1% +$1.22K 0.08% 172
2015
Q1 		$102K Sell
2,160
-432
-17% -$19.4K 0.07% 184
2014
Q4 		$106K Buy
2,592
+604
+30% +$23.6K 0.08% 179
2014
Q3 		$75K Sell
1,988
-172
-8% -$6.65K 0.07% 198
2014
Q2 		$84K Buy
2,160
+1,154
+115% +$41.9K 0.08% 164
2014
Q1 		$37K Buy
1,006
+350
+53% +$12.9K 0.04% 195
2013
Q4 		$26K Hold
656
– – 0.01% 318
2013
Q3 		$25K Sell
656
-370
-36% -$13.3K 0.02% 269
2013
Q2 		$34K Buy
+1,026
New +$31.9K 0.03% 201

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

Plante Moran Financial Advisors's SBUX Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Starbucks (SBUX) stake by 68% in Q1 2026, selling an estimated $97.2K and leaving 485 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Plante Moran Financial Advisors first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $842K in Q4 2020. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Plante Moran Financial Advisors held 485 shares of Starbucks worth $43.5K as of Q1 2026.
  • Plante Moran Financial Advisors sold 1,028 Starbucks shares in Q1 2026, an estimated $97.2K.
  • Starbucks made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #334 holding.
  • Plante Moran Financial Advisors first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Starbucks position peaked at $842K in Q4 2020.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.