Retirement Planning Group (New York)’s Starbucks SBUX Stock Holding History

Retirement Planning Group (New York)’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	$236K	Buy	+2,313	New	+$233K	0.13%	98

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

Retirement Planning Group (New York)'s SBUX Position: Q2 2026 in Review

Retirement Planning Group (New York) opened a new position in Starbucks (SBUX) in Q2 2026: 2,313 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #98 among its holdings.

2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Retirement Planning Group (New York) held 2,313 shares of Starbucks worth $236K as of Q2 2026.
Starbucks was a new Retirement Planning Group (New York) position in Q2 2026.
Starbucks made up 0.13% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #98 holding.
2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.