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Okabena Investment Services’s Starbucks SBUX Stock Holding History

Okabena 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
Q2 		$872K Sell
8,535
-2,049
-19% -$206K 0.16% 81
2026
Q1 		$948K Hold
10,584
– – 0.18% 75
2025
Q4 		$891K Buy
10,584
+1,200
+13% +$101K 0.17% 87
2025
Q3 		$794K Buy
9,384
+16
+0.2% +$1.43K 0.15% 93
2025
Q2 		$858K Sell
9,368
-2,395
-20% -$208K 0.19% 77
2025
Q1 		$1.15M Buy
+11,763
New +$1.22M 0.29% 63
2024
Q4 		– Sell
-19,273
Closed -$1.88M – 121
2024
Q3 		$1.88M Buy
+19,273
New +$1.65M 0.53% 40
2023
Q2 		– Sell
-32,751
Closed -$3.41M – 226
2023
Q1 		$3.41M Buy
32,751
+9,475
+41% +$986K 2.38% 10
2022
Q4 		$1.73M Sell
23,276
-9,152
-28% -$864K 1.15% 26
2022
Q3 		$2.73M Buy
+32,428
New +$2.75M 1.32% 18
2022
Q2 		– Sell
-13,244
Closed -$1.21M – 191
2022
Q1 		$1.21M Sell
13,244
-2,050
-13% -$193K 0.51% 52
2021
Q4 		$1.79M Sell
15,294
-416
-3% -$46.9K 0.68% 43
2021
Q3 		$1.73M Sell
15,710
-1,013
-6% -$119K 0.91% 30
2021
Q2 		$1.87M Buy
16,723
+1,097
+7% +$124K 0.88% 33
2021
Q1 		$1.71M Buy
15,626
+1,258
+9% +$132K 0.92% 29
2020
Q4 		$1.54M Sell
14,368
-2,369
-14% -$226K 0.9% 28
2020
Q3 		$1.44M Hold
16,737
– – 1.1% 28
2020
Q2 		$1.23M Buy
16,737
+201
+1% +$15.1K 1.08% 26
2020
Q1 		$1.09M Sell
16,536
-2,531
-13% -$205K 1.24% 29
2019
Q4 		$1.68M Buy
+19,067
New +$1.63M 1.56% 23

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Okabena Investment Services's SBUX Position: Q2 2026 in Review

Okabena Investment Services reduced its Starbucks (SBUX) stake by 19% in Q2 2026, selling an estimated $206K and leaving 8,535 shares worth $872K. The position accounts for 0.16% of the portfolio, ranked #81.

Okabena Investment Services first reported a position in SBUX in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.41M in Q1 2023. 1,894 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Okabena Investment Services held 8,535 shares of Starbucks worth $872K as of Q2 2026.
  • Okabena Investment Services sold 2,049 Starbucks shares in Q2 2026, an estimated $206K.
  • Starbucks made up 0.16% of Okabena Investment Services's portfolio in Q2 2026, its #81 holding.
  • Okabena Investment Services first reported a position in Starbucks in Q4 2019 and has held it in 20 quarters since.
  • Okabena Investment Services's Starbucks position peaked at $3.41M in Q1 2023.
  • 1,894 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.