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Valtinson Bruner Financial Planning’s Starbucks SBUX Stock Holding History

Valtinson Bruner Financial Planning’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 		$219K Buy
+2,145
New +$216K 0.05% 176
2025
Q3 		– Sell
-2,210
Closed -$202K – 164
2025
Q2 		$202K Buy
2,210
+13
+0.6% +$1.13K 0.06% 151
2025
Q1 		$216K Sell
2,197
-34
-2% -$3.52K 0.07% 136
2024
Q4 		$204K Buy
2,231
+53
+2% +$5.13K 0.07% 143
2024
Q3 		$212K Buy
+2,178
New +$187K 0.07% 132

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

Valtinson Bruner Financial Planning's SBUX Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in Starbucks (SBUX) in Q2 2026: 2,145 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings. This is a return to the name: Valtinson Bruner Financial Planning previously reported a position in SBUX as recently as Q2 2025.

Valtinson Bruner Financial Planning first reported a position in SBUX in Q3 2024 and has held it in 5 quarters since. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Valtinson Bruner Financial Planning held 2,145 shares of Starbucks worth $219K as of Q2 2026.
  • Starbucks was a new Valtinson Bruner Financial Planning position in Q2 2026.
  • Starbucks made up 0.05% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #176 holding.
  • Valtinson Bruner Financial Planning first reported a position in Starbucks in Q3 2024 and has held it in 5 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.