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Silver Oak Securities’s Starbucks SBUX Stock Holding History

Silver Oak Securities’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 		$677K Buy
7,556
+2,291
+44% +$217K 0.05% 350
2025
Q4 		$449K Sell
5,265
-23
-0.4% -$1.94K 0.03% 493
2025
Q3 		$447K Buy
5,288
+122
+2% +$10.9K 0.03% 462
2025
Q2 		$473K Sell
5,166
-79
-2% -$6.85K 0.04% 426
2025
Q1 		$513K Buy
5,245
+736
+16% +$76.1K 0.05% 368
2024
Q4 		$408K Buy
4,509
+1,594
+55% +$154K 0.04% 428
2024
Q3 		$284K Buy
2,915
+346
+13% +$29.7K 0.03% 437
2024
Q2 		$200K Buy
2,569
+99
+4% +$8.06K 0.03% 376
2024
Q1 		$226K Sell
2,470
-287
-10% -$26.7K 0.03% 356
2023
Q4 		$265K Buy
+2,757
New +$268K 0.04% 403
2023
Q3 		– Sell
-2,717
Closed -$269K – 492
2023
Q2 		$269K Sell
2,717
-132
-5% -$13.7K 0.04% 368
2023
Q1 		$297K Buy
2,849
+481
+20% +$50.1K 0.05% 286
2022
Q4 		$235K Buy
+2,368
New +$223K 0.04% 261

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

Silver Oak Securities's SBUX Position: Q1 2026 in Review

Silver Oak Securities increased its Starbucks (SBUX) stake by 44% in Q1 2026, buying an estimated $217K and bringing the position to 7,556 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #350.

Silver Oak Securities first reported a position in SBUX in Q4 2022 and has held it in 13 quarters since. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Silver Oak Securities held 7,556 shares of Starbucks worth $677K as of Q1 2026.
  • Silver Oak Securities bought 2,291 Starbucks shares in Q1 2026, an estimated $217K.
  • Starbucks made up 0.05% of Silver Oak Securities's portfolio in Q1 2026, its #350 holding.
  • Silver Oak Securities first reported a position in Starbucks in Q4 2022 and has held it in 13 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.