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.
| 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 |
| 2023 Q4 | REDUCED | 2,828 | -988 | -25.9% | 0.03% | $272K | $90.57 |
| 2023 Q3 | ADDED | 3,816 | +1,278 | +50.4% | 0.04% | $348K | $85.62 |
| 2023 Q2 | REDUCED | 2,538 | -9 | -0.4% | 0.04% | $251K | $92.44 |
| 2023 Q1 | REDUCED | 2,547 | -7,095 | -73.6% | 0.03% | $265K | $96.69 |
| 2022 Q4 | ADDED | 9,642 | +2,260 | +30.6% | 0.07% | $1.0M | $91.65 |
| 2022 Q1 | REDUCED | 7,382 | -130 | -1.7% | 0.04% | $551K | $82.51 |
As of 2025 Q4 — sorted by position size