BOPW
SBUX icon

Brandywine Oak Private Wealth’s Starbucks SBUX Stock Holding History

Brandywine Oak 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 		$482K Sell
4,719
-190
-4% -$19.1K 0.04% 160
2026
Q1 		$440K Buy
4,909
+96
+2% +$9.08K 0.04% 161
2025
Q4 		$405K Buy
4,813
+57
+1% +$4.81K 0.03% 164
2025
Q3 		$402K Sell
4,756
-46
-1% -$4.12K 0.03% 170
2025
Q2 		$440K Sell
4,802
-3
-0.1% -$260 0.04% 157
2025
Q1 		$471K Hold
4,805
– – 0.05% 150
2024
Q4 		$438K Buy
4,805
+3
+0.1% +$290 0.04% 158
2024
Q3 		$468K Buy
4,802
+102
+2% +$8.75K 0.05% 156
2024
Q2 		$366K Sell
4,700
-206
-4% -$16.8K 0.04% 175
2024
Q1 		$448K Sell
4,906
-642
-12% -$59.7K 0.05% 158
2023
Q4 		$533K Hold
5,548
– – 0.06% 143
2023
Q3 		$506K Sell
5,548
-443
-7% -$43.5K 0.06% 144
2023
Q2 		$593K Buy
5,991
+2
+0% +$208 0.07% 139
2023
Q1 		$624K Sell
5,989
-42
-0.7% -$4.37K 0.07% 136
2022
Q4 		$598K Sell
6,031
-653
-10% -$61.6K 0.07% 139
2022
Q3 		$563K Sell
6,684
-70
-1% -$5.95K 0.08% 141
2022
Q2 		$515K Sell
6,754
-878
-12% -$67.4K 0.07% 167
2022
Q1 		$693K Sell
7,632
-1,406
-16% -$133K 0.08% 158
2021
Q4 		$1.06M Buy
9,038
+179
+2% +$20.2K 0.12% 130
2021
Q3 		$977K Sell
8,859
-311
-3% -$36.4K 0.11% 125
2021
Q2 		$1.02M Buy
9,170
+3,214
+54% +$363K 0.12% 124
2021
Q1 		$650K Sell
5,956
-124
-2% -$13K 0.1% 130
2020
Q4 		$650K Buy
6,080
+450
+8% +$43K 0.1% 123
2020
Q3 		$483K Buy
5,630
+336
+6% +$26.8K 0.08% 143
2020
Q2 		$389K Buy
5,294
+750
+17% +$56.4K 0.07% 159
2020
Q1 		$298K Buy
4,544
+393
+9% +$31.8K 0.06% 158
2019
Q4 		$364K Buy
4,151
+26
+0.6% +$2.22K 0.07% 155
2019
Q3 		$364K Hold
4,125
– – 0.07% 141
2019
Q2 		$345K Hold
4,125
– – 0.07% 142
2019
Q1 		$306K Buy
4,125
+225
+6% +$15.5K 0.06% 153
2018
Q4 		$251K Buy
+3,900
New +$244K 0.06% 171

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Brandywine Oak Private Wealth's SBUX Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Starbucks (SBUX) stake by 3.9% in Q2 2026, selling an estimated $19.1K and leaving 4,719 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #160.

Brandywine Oak Private Wealth first reported a position in SBUX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.06M in Q4 2021. 839 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Brandywine Oak Private Wealth held 4,719 shares of Starbucks worth $482K as of Q2 2026.
  • Brandywine Oak Private Wealth sold 190 Starbucks shares in Q2 2026, an estimated $19.1K.
  • Starbucks made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #160 holding.
  • Brandywine Oak Private Wealth first reported a position in Starbucks in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Starbucks position peaked at $1.06M in Q4 2021.
  • 839 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.