WealthPLAN Partners’s Starbucks SBUX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-6,232
| Closed | -$527K | – | 283 |
|
|
2025
Q3 | $527K | Buy |
6,232
+3,673
| +144% | +$329K | 0.08% | 169 |
|
|
2025
Q2 | $234K | Buy |
2,559
+339
| +15% | +$29.4K | 0.04% | 235 |
|
|
2025
Q1 | $218K | Buy |
+2,220
| New | +$229K | 0.03% | 241 |
|
|
2024
Q2 | – | Sell |
-2,598
| Closed | -$237K | – | 319 |
|
|
2024
Q1 | $237K | Sell |
2,598
-230
| -8% | -$21.4K | 0.02% | 283 |
|
|
2023
Q4 | $272K | Sell |
2,828
-988
| -26% | -$96.2K | 0.03% | 275 |
|
|
2023
Q3 | $348K | Buy |
3,816
+1,278
| +50% | +$125K | 0.04% | 250 |
|
|
2023
Q2 | $251K | Sell |
2,538
-9
| -0.4% | -$934 | 0.04% | 260 |
|
|
2023
Q1 | $265K | Sell |
2,547
-7,095
| -74% | -$738K | 0.03% | 267 |
|
|
2022
Q4 | $1.04M | Buy |
+9,642
| New | +$910K | 0.07% | 173 |
|
|
2022
Q1 | $551K | Sell |
7,382
-130
| -2% | -$12.3K | 0.04% | 239 |
|
|
2021
Q4 | $739K | Sell |
7,512
-16
| -0.2% | -$1.8K | 0.05% | 212 |
|
|
2021
Q3 | $875K | Buy |
7,528
+261
| +4% | +$30.6K | 0.06% | 180 |
|
|
2021
Q2 | $847K | Buy |
7,267
+34
| +0.5% | +$3.84K | 0.06% | 170 |
|
|
2021
Q1 | $825K | Buy |
7,233
+416
| +6% | +$43.7K | 0.06% | 162 |
|
|
2020
Q4 | $707K | Sell |
6,817
-1,225
| -15% | -$117K | 0.06% | 170 |
|
|
2020
Q3 | $752K | Buy |
8,042
+175
| +2% | +$14K | 0.07% | 153 |
|
|
2020
Q2 | $622K | Buy |
7,867
+624
| +9% | +$46.9K | 0.06% | 160 |
|
|
2020
Q1 | $537K | Buy |
7,243
+611
| +9% | +$49.4K | 0.07% | 147 |
|
|
2019
Q4 | $587K | Buy |
6,632
+293
| +5% | +$25K | 0.07% | 146 |
|
|
2019
Q3 | $532K | Buy |
6,339
+93
| +1% | +$8.62K | 0.07% | 143 |
|
|
2019
Q2 | $604K | Sell |
6,246
-307
| -5% | -$24.1K | 0.09% | 132 |
|
|
2019
Q1 | $509K | Sell |
6,553
-21
| -0.3% | -$1.44K | 0.08% | 164 |
|
|
2018
Q4 | $464K | Buy |
6,574
+182
| +3% | +$11.4K | 0.07% | 162 |
|
|
2018
Q3 | $429K | Sell |
6,392
-2,074
| -24% | -$110K | 0.08% | 160 |
|
|
2018
Q2 | $414K | Buy |
8,466
+120
| +1% | +$6.81K | 0.08% | 157 |
|
|
2018
Q1 | $483K | Buy |
8,346
+1,359
| +19% | +$78.6K | 0.11% | 142 |
|
|
2017
Q4 | $401K | Buy |
6,987
+280
| +4% | +$15.8K | 0.11% | 142 |
|
|
2017
Q3 | $360K | Buy |
6,707
+68
| +1% | +$3.77K | 0.1% | 134 |
|
|
2017
Q2 | $387K | Buy |
6,639
+6,329
| +2,042% | +$383K | 0.11% | 120 |
|
|
2017
Q1 | $18K | Buy |
+310
| New | +$17.5K | 0.06% | 200 |
|
|
2016
Q3 | $342K | Sell |
6,385
-2,114
| -25% | -$118K | 0.11% | 107 |
|
|
2016
Q2 | $355K | Buy |
+8,499
| New | +$483K | 0.05% | 259 |
|
|
2015
Q4 | $374K | Buy |
+19,142
| New | +$1.17M | 0.06% | 187 |
|
|
2015
Q2 | $100K | Sell |
1,874
-316
| -14% | -$16K | 0.04% | 124 |
|
|
2015
Q1 | $101K | Buy |
+2,190
| New | +$98.4K | 0.05% | 173 |
|
Other funds holding SBUX
WealthPLAN Partners's SBUX Position: Q4 2025 in Review
WealthPLAN Partners sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 6,232 shares — an estimated $527K sold.
WealthPLAN Partners first reported a position in SBUX in Q1 2015 and held it in 35 quarters. The position peaked at $1.04M in Q4 2022. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.
- WealthPLAN Partners reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
- WealthPLAN Partners sold 6,232 Starbucks shares in Q4 2025, an estimated $527K.
- WealthPLAN Partners first reported a position in Starbucks in Q1 2015 and held it in 35 quarters.
- WealthPLAN Partners's Starbucks position peaked at $1.04M in Q4 2022.
- 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.
Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.