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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
2023
Q1 		– Sell
-100
Closed -$9.92K – 237
2022
Q4 		$9.92K Buy
+100
New +$9.44K 0.01% 230

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 1,940 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.
  • 1,940 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.