SPWM
SBUX icon

Spartan Planning & Wealth Management’s Starbucks SBUX Stock Holding History

Spartan Planning & Wealth Management’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 Sell
2,311
-116
-5% -$11.7K 0.16% 71
2026
Q1 		$217K Buy
+2,427
New +$230K 0.16% 68
2023
Q4 		$192 Buy
+2
New +$195 ﹤0.01% 184
2022
Q4 		$58.5K Buy
590
+95
+19% +$8.96K 0.07% 95
2022
Q3 		$42K Buy
+495
New +$42.1K 0.06% 51

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Spartan Planning & Wealth Management's SBUX Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Starbucks (SBUX) stake by 4.8% in Q2 2026, selling an estimated $11.7K and leaving 2,311 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #71.

Spartan Planning & Wealth Management first reported a position in SBUX in Q3 2022 and has held it in 5 quarters since. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Spartan Planning & Wealth Management held 2,311 shares of Starbucks worth $236K as of Q2 2026.
  • Spartan Planning & Wealth Management sold 116 Starbucks shares in Q2 2026, an estimated $11.7K.
  • Starbucks made up 0.16% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Spartan Planning & Wealth Management first reported a position in Starbucks in Q3 2022 and has held it in 5 quarters since.
  • 772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.