SBUX — Starbucks Corp

Ownership history in WealthPLAN Partners, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Starbucks Corp (SBUX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2016 Q3)
Avg. % of fund
0.06%
First filed
2015 Q1
Last filed
2025 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,232 +3,673 +143.5% 0.08% $527K $83.46
2025 Q2 ADDED 2,559 +339 +15.3% 0.04% $234K $89.80
2025 Q1 REDUCED 2,220 -378 -14.5% 0.03% $218K $95.46
2024 Q1 REDUCED 2,598 -230 -8.1% 0.02% $237K $86.73
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SBUX price (monthly, adj. close)

Other funds also holding SBUX

As of 2025 Q4 — sorted by position size

OCO Capital Partners, L.P. 3Y 32.42% MSA Advisors, LLC 7.25% Pacifica Capital Investments, LLC 3Y 7Y 5.67% PARK CIRCLE Co 3Y 7Y 5.0% Range Rock Capital, LLC 4.98% Longaeva Partners L.P. 4.24% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.05% ABSHER WEALTH MANAGEMENT, LLC 3Y 3.6% Terra Alpha Investments LLC 3.56% Prentice Capital Management, LP 3Y 7Y 3.32%
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