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United Financial Planning Group’s Starbucks SBUX Stock Holding History

United Financial Planning Group’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 		$5.21K Sell
51
-207
-80% -$20.8K ﹤0.01% 362
2026
Q1 		$23.1K Sell
258
-53
-17% -$5.01K 0.01% 126
2025
Q4 		$26.2K Buy
311
+158
+103% +$13.3K 0.02% 120
2025
Q3 		$12.9K Buy
+153
New +$13.7K 0.01% 140

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

United Financial Planning Group's SBUX Position: Q2 2026 in Review

United Financial Planning Group reduced its Starbucks (SBUX) stake by 80% in Q2 2026, selling an estimated $20.8K and leaving 51 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

United Financial Planning Group first reported a position in SBUX in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.2K in Q4 2025. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • United Financial Planning Group held 51 shares of Starbucks worth $5.21K as of Q2 2026.
  • United Financial Planning Group sold 207 Starbucks shares in Q2 2026, an estimated $20.8K.
  • Starbucks made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #362 holding.
  • United Financial Planning Group first reported a position in Starbucks in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Starbucks position peaked at $26.2K in Q4 2025.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.