Oak Hill Wealth Advisors’s Starbucks SBUX Stock Holding History

Oak Hill Wealth Advisors’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
2025 Q3	$1.14M	Sell	13,487 -706	-5%	-$63.2K	0.21%	61
2025 Q2	$1.35M	Buy	14,193 +1,934	+16%	+$168K	0.28%	48
2025 Q1	$1.2M	Sell	12,259 -1,070	-8%	-$111K	0.28%	49
2024 Q4	$1.22M	Buy	+13,329	New	+$1.29M	0.29%	43
2024 Q3	–	Sell	-14,029	Closed	-$1.2M	–	196
2024 Q2	$1.09M	Buy	+14,029	New	+$1.14M	0.33%	37
2024 Q1	–	Sell	-15,229	Closed	-$1.42M	–	183
2023 Q4	$1.46M	Sell	15,229 -85	-0.6%	-$8.27K	0.5%	28
2023 Q3	$1.4M	Sell	15,314 -362	-2%	-$35.5K	0.54%	28
2023 Q2	$1.55M	Hold	15,676	–	–	0.57%	25
2023 Q1	$1.63M	Sell	15,676 -187	-1%	-$19.5K	0.64%	21
2022 Q4	$1.57M	Buy	+15,863	New	+$1.5M	0.65%	25

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Hill Wealth Advisors's SBUX Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Starbucks (SBUX) stake by 5% in Q3 2025, selling an estimated $63.2K and leaving 13,487 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #61.

Oak Hill Wealth Advisors first reported a position in SBUX in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.63M in Q1 2023. 2,261 funds tracked by Wall St. Rank hold SBUX as of Q3 2025.

Oak Hill Wealth Advisors held 13,487 shares of Starbucks worth $1.14M as of Q3 2025.
Oak Hill Wealth Advisors sold 706 Starbucks shares in Q3 2025, an estimated $63.2K.
Starbucks made up 0.21% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #61 holding.
Oak Hill Wealth Advisors first reported a position in Starbucks in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Starbucks position peaked at $1.63M in Q1 2023.
2,261 funds tracked by Wall St. Rank held Starbucks as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.