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BOK Financial Private Wealth’s Starbucks SBUX Stock Holding History

BOK Financial Private Wealth’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 		$34.3K Sell
336
-1,102
-77% -$111K ﹤0.01% 311
2026
Q1 		$129K Hold
1,438
– – 0.01% 204
2025
Q4 		$121K Hold
1,438
– – 0.01% 209
2025
Q3 		$122K Sell
1,438
-103
-7% -$9.22K 0.01% 198
2025
Q2 		$141K Hold
1,541
– – 0.01% 189
2025
Q1 		$151K Buy
1,541
+1,150
+294% +$119K 0.01% 190
2024
Q4 		$35.7K Buy
391
+23
+6% +$2.23K ﹤0.01% 288
2024
Q3 		$35.9K Hold
368
– – ﹤0.01% 293
2024
Q2 		$28.6K Sell
368
-16,641
-98% -$1.36M ﹤0.01% 313
2024
Q1 		$1.55M Sell
17,009
-2,079
-11% -$193K 0.12% 85
2023
Q4 		$1.83M Sell
19,088
-2,238
-10% -$218K 0.15% 78
2023
Q3 		$1.95M Sell
21,326
-3,347
-14% -$329K 0.17% 76
2023
Q2 		$2.44M Sell
24,673
-4,383
-15% -$455K 0.2% 68
2023
Q1 		$3.03M Buy
29,056
+391
+1% +$40.7K 0.24% 61
2022
Q4 		$2.84M Sell
28,665
-2,161
-7% -$204K 0.24% 66
2022
Q3 		$2.6M Sell
30,826
-392
-1% -$33.3K 0.23% 65
2022
Q2 		$2.38M Sell
31,218
-4,526
-13% -$348K 0.21% 72
2022
Q1 		$3.25M Buy
35,744
+1,592
+5% +$150K 0.23% 67
2021
Q4 		$4M Sell
34,152
-758
-2% -$85.5K 0.28% 61
2021
Q3 		$3.85M Buy
34,910
+406
+1% +$47.5K 0.31% 53
2021
Q2 		$3.86M Buy
34,504
+1,520
+5% +$172K 0.31% 51
2021
Q1 		$3.6M Sell
32,984
-259
-0.8% -$27.2K 0.33% 52
2020
Q4 		$3.56M Sell
33,243
-643
-2% -$61.4K 0.34% 52
2020
Q3 		$2.91M Sell
33,886
-2,061
-6% -$164K 0.3% 60
2020
Q2 		$2.65M Buy
35,947
+4,247
+13% +$319K 0.28% 69
2020
Q1 		$2.08M Sell
31,700
-23,433
-43% -$1.9M 0.25% 77
2019
Q4 		$4.85M Buy
+55,133
New +$4.7M 0.41% 60

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

BOK Financial Private Wealth's SBUX Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Starbucks (SBUX) stake by 77% in Q2 2026, selling an estimated $111K and leaving 336 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

BOK Financial Private Wealth first reported a position in SBUX in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.85M in Q4 2019. 2,397 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • BOK Financial Private Wealth held 336 shares of Starbucks worth $34.3K as of Q2 2026.
  • BOK Financial Private Wealth sold 1,102 Starbucks shares in Q2 2026, an estimated $111K.
  • Starbucks made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #311 holding.
  • BOK Financial Private Wealth first reported a position in Starbucks in Q4 2019 and has held it in 27 quarters since.
  • BOK Financial Private Wealth's Starbucks position peaked at $4.85M in Q4 2019.
  • 2,397 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.