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Oregon Pacific Wealth Management’s Starbucks SBUX Stock Holding History

Oregon Pacific Wealth Management’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 		$313K Sell
3,490
-365
-9% -$34.5K 0.33% 72
2025
Q4 		$325K Buy
3,855
+102
+3% +$8.6K 0.34% 78
2025
Q3 		$318K Buy
3,753
+212
+6% +$19K 0.27% 89
2025
Q2 		$324K Buy
3,541
+258
+8% +$22.4K 0.31% 87
2025
Q1 		$322K Sell
3,283
-437
-12% -$45.2K 0.32% 89
2024
Q4 		$339K Buy
+3,720
New +$360K 0.33% 81

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

Oregon Pacific Wealth Management's SBUX Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Starbucks (SBUX) stake by 9.5% in Q1 2026, selling an estimated $34.5K and leaving 3,490 shares worth $313K. The position accounts for 0.33% of the portfolio, ranked #72.

Oregon Pacific Wealth Management first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2024. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Oregon Pacific Wealth Management held 3,490 shares of Starbucks worth $313K as of Q1 2026.
  • Oregon Pacific Wealth Management sold 365 Starbucks shares in Q1 2026, an estimated $34.5K.
  • Starbucks made up 0.33% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Oregon Pacific Wealth Management first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Oregon Pacific Wealth Management's Starbucks position peaked at $339K in Q4 2024.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.