Silver Oak Advisory Group’s Starbucks SBUX Stock Holding History

Silver Oak Advisory Group’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 Q3	$251K	Sell	2,668 -581	-18%	-$60K	0.1%	70
2026 Q2	$332K	Hold	3,249	–	–	0.13%	59
2026 Q1	$291K	Hold	3,249	–	–	0.13%	61
2025 Q4	$273K	Sell	3,249 -24	-0.7%	-$2.02K	0.12%	59
2025 Q3	$276K	Hold	3,273	–	–	0.12%	60
2025 Q2	$299K	Buy	+3,273	New	+$284K	0.14%	55
2022 Q1	–	Sell	-1,732	Closed	-$203K	–	60
2021 Q4	$203K	Buy	+1,732	New	+$195K	0.13%	60

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Silver Oak Advisory Group's SBUX Position: Q3 2026 in Review

Silver Oak Advisory Group reduced its Starbucks (SBUX) stake by 18% in Q3 2026, selling an estimated $60K and leaving 2,668 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #70.

Silver Oak Advisory Group first reported a position in SBUX in Q4 2021 and has held it in 7 quarters since. The position peaked at $332K in Q2 2026. 1,573 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Silver Oak Advisory Group held 2,668 shares of Starbucks worth $251K as of Q3 2026.
Silver Oak Advisory Group sold 581 Starbucks shares in Q3 2026, an estimated $60K.
Starbucks made up 0.1% of Silver Oak Advisory Group's portfolio in Q3 2026, its #70 holding.
Silver Oak Advisory Group first reported a position in Starbucks in Q4 2021 and has held it in 7 quarters since.
Silver Oak Advisory Group's Starbucks position peaked at $332K in Q2 2026.
1,573 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.