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Retirement Planning Company of New England’s Starbucks SBUX Stock Holding History

Retirement Planning Company of New England’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 		$574K Sell
5,621
-22
-0.4% -$2.22K 0.21% 130
2026
Q1 		$506K Buy
5,643
+36
+0.6% +$3.4K 0.21% 127
2025
Q4 		$472K Buy
5,607
+46
+0.8% +$3.88K 0.19% 133
2025
Q3 		$470K Buy
5,561
+29
+0.5% +$2.6K 0.19% 139
2025
Q2 		$507K Sell
5,532
-94
-2% -$8.15K 0.23% 129
2025
Q1 		$552K Buy
5,626
+141
+3% +$14.6K 0.27% 112
2024
Q4 		$501K Sell
5,485
-72
-1% -$6.97K 0.24% 118
2024
Q3 		$542K Sell
5,557
-2,126
-28% -$182K 0.27% 111
2024
Q2 		$598K Buy
7,683
+361
+5% +$29.4K 0.33% 93
2024
Q1 		$669K Sell
7,322
-553
-7% -$51.4K 0.37% 87
2023
Q4 		$756K Buy
7,875
+317
+4% +$30.9K 0.34% 87
2023
Q3 		$690K Sell
7,558
-240
-3% -$23.6K 0.38% 81
2023
Q2 		$772K Sell
7,798
-127
-2% -$13.2K 0.45% 73
2023
Q1 		$825K Sell
7,925
-76
-0.9% -$7.91K 0.5% 64
2022
Q4 		$794K Sell
8,001
-11
-0.1% -$1.04K 0.52% 65
2022
Q3 		$675K Sell
8,012
-405
-5% -$34.4K 0.49% 66
2022
Q2 		$642K Sell
8,417
-120
-1% -$9.22K 0.44% 76
2022
Q1 		$776K Buy
8,537
+43
+0.5% +$4.06K 0.44% 71
2021
Q4 		$993K Buy
+8,494
New +$958K 0.48% 52

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Planning Company of New England's SBUX Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Starbucks (SBUX) stake by 0.39% in Q2 2026, selling an estimated $2.22K and leaving 5,621 shares worth $574K. The position accounts for 0.21% of the portfolio, ranked #130.

Retirement Planning Company of New England first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $993K in Q4 2021. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Retirement Planning Company of New England held 5,621 shares of Starbucks worth $574K as of Q2 2026.
  • Retirement Planning Company of New England sold 22 Starbucks shares in Q2 2026, an estimated $2.22K.
  • Starbucks made up 0.21% of Retirement Planning Company of New England's portfolio in Q2 2026, its #130 holding.
  • Retirement Planning Company of New England first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Starbucks position peaked at $993K in Q4 2021.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.