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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
2024
Q4 		– Sell
-13,179
Closed -$1.28M – 216
2024
Q3 		$1.28M Buy
+13,179
New +$1.13M 0.32% 43
2024
Q2 		– Sell
-15,119
Closed -$1.38M – 191
2024
Q1 		$1.38M Buy
+15,119
New +$1.41M 0.44% 30

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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.