PlanVest Financial’s Starbucks SBUX Stock Holding History

PlanVest Financial’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	$11.5K	Hold	112	–	–	0.01%	391
2026 Q1	$10K	Buy	+112	New	+$10.6K	0.01%	378

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's SBUX Position: Q2 2026 in Review

PlanVest Financial held its Starbucks (SBUX) position steady in Q2 2026 at 112 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #391.

PlanVest Financial first reported a position in SBUX in Q1 2026 and has held it in 2 quarters since. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

PlanVest Financial held 112 shares of Starbucks worth $11.5K as of Q2 2026.
PlanVest Financial left its Starbucks share count unchanged in Q2 2026.
Starbucks made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #391 holding.
PlanVest Financial first reported a position in Starbucks in Q1 2026 and has held it in 2 quarters since.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.