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Oak Harvest Investment Services’s Starbucks SBUX Stock Holding History

Oak Harvest Investment Services’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
Q1 		$7.6M Buy
84,868
+45,980
+118% +$4.35M 0.79% 46
2025
Q4 		$3.27M Buy
38,888
+580
+2% +$48.9K 0.36% 84
2025
Q3 		$3.24M Buy
+38,308
New +$3.43M 0.38% 82
2024
Q2 		– Sell
-45,078
Closed -$4.12M – 129
2024
Q1 		$4.12M Buy
45,078
+7,717
+21% +$718K 0.67% 50
2023
Q4 		$3.59M Buy
37,361
+8,507
+29% +$828K 0.72% 46
2023
Q3 		$2.63M Sell
28,854
-19,214
-40% -$1.89M 0.56% 50
2023
Q2 		$4.76M Buy
48,068
+4,543
+10% +$472K 1.07% 37
2023
Q1 		$4.53M Sell
43,525
-16,421
-27% -$1.71M 1.04% 38
2022
Q4 		$5.95M Sell
59,946
-1,164
-2% -$110K 1.55% 24
2022
Q3 		$5.15M Buy
61,110
+3,150
+5% +$268K 1.37% 33
2022
Q2 		$4.43M Buy
57,960
+2,147
+4% +$165K 1.19% 38
2022
Q1 		$5.08M Buy
55,813
+4,010
+8% +$378K 1.26% 37
2021
Q4 		$6.06M Buy
51,803
+4,112
+9% +$464K 1.5% 25
2021
Q3 		$5.26M Buy
47,691
+5,930
+14% +$694K 1.53% 27
2021
Q2 		$4.67M Buy
41,761
+3,232
+8% +$365K 1.54% 27
2021
Q1 		$4.21M Buy
38,529
+4,037
+12% +$424K 1.61% 24
2020
Q4 		$3.69M Buy
+34,492
New +$3.29M 1.58% 28

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Harvest Investment Services's SBUX Position: Q1 2026 in Review

Oak Harvest Investment Services increased its Starbucks (SBUX) stake by 118% in Q1 2026, buying an estimated $4.35M and bringing the position to 84,868 shares worth $7.6M. The position accounts for 0.79% of the portfolio, ranked #46.

Oak Harvest Investment Services first reported a position in SBUX in Q4 2020 and has held it in 17 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Oak Harvest Investment Services held 84,868 shares of Starbucks worth $7.6M as of Q1 2026.
  • Oak Harvest Investment Services bought 45,980 Starbucks shares in Q1 2026, an estimated $4.35M.
  • Starbucks made up 0.79% of Oak Harvest Investment Services's portfolio in Q1 2026, its #46 holding.
  • Oak Harvest Investment Services first reported a position in Starbucks in Q4 2020 and has held it in 17 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.