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WealthPlan Investment Management’s Starbucks SBUX Stock Holding History

WealthPlan Investment 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
Q1 		$496K Buy
5,536
+1,238
+29% +$117K 0.03% 303
2025
Q4 		$362K Buy
+4,298
New +$363K 0.02% 298
2025
Q3 		– Sell
-4,463
Closed -$409K – 359
2025
Q2 		$409K Buy
4,463
+155
+4% +$13.4K 0.03% 260
2025
Q1 		$423K Sell
4,308
-248
-5% -$25.6K 0.04% 187
2024
Q4 		$416K Sell
4,556
-2,011
-31% -$195K 0.04% 187
2024
Q3 		$640K Buy
6,567
+1,365
+26% +$117K 0.06% 142
2024
Q2 		$405K Sell
5,202
-1,001
-16% -$81.5K 0.06% 130
2024
Q1 		$567K Buy
6,203
+1
+0% +$93 0.09% 117
2023
Q4 		$595K Buy
6,202
+3
+0% +$292 0.1% 116
2023
Q3 		$566K Buy
6,199
+1,126
+22% +$111K 0.1% 109
2023
Q2 		$503K Sell
5,073
-1,124
-18% -$117K 0.15% 92
2023
Q1 		$645K Sell
6,197
-3,445
-36% -$359K 0.11% 107
2022
Q4 		$1.05M Buy
9,642
+650
+7% +$61.3K 0.07% 172
2022
Q3 		$916K Buy
+8,992
New +$764K 0.07% 173
2022
Q1 		$551K Buy
+7,382
New +$697K 0.04% 239

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's SBUX Position: Q1 2026 in Review

WealthPlan Investment Management increased its Starbucks (SBUX) stake by 29% in Q1 2026, buying an estimated $117K and bringing the position to 5,536 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #303.

WealthPlan Investment Management first reported a position in SBUX in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q4 2022. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • WealthPlan Investment Management held 5,536 shares of Starbucks worth $496K as of Q1 2026.
  • WealthPlan Investment Management bought 1,238 Starbucks shares in Q1 2026, an estimated $117K.
  • Starbucks made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #303 holding.
  • WealthPlan Investment Management first reported a position in Starbucks in Q1 2022 and has held it in 15 quarters since.
  • WealthPlan Investment Management's Starbucks position peaked at $1.05M in Q4 2022.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.