Brandywine Oak Private Wealth
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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
Q3 		$443K Hold
4,719
– – 0.03% 165
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Brandywine Oak Private Wealth's SBUX Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Starbucks (SBUX) position steady in Q3 2026 at 4,719 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #165.

Brandywine Oak Private Wealth first reported a position in SBUX in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.06M in Q4 2021. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Brandywine Oak Private Wealth held 4,719 shares of Starbucks worth $443K as of Q3 2026.
  • Brandywine Oak Private Wealth left its Starbucks share count unchanged in Q3 2026.
  • Starbucks made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #165 holding.
  • Brandywine Oak Private Wealth first reported a position in Starbucks in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's Starbucks position peaked at $1.06M in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.