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SilverOak Wealth Management’s Starbucks SBUX Stock Holding History

SilverOak 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
2025
Q4 		– Sell
-4,051
Closed -$343K – 124
2025
Q3 		$343K Sell
4,051
-267
-6% -$23.9K 0.06% 83
2025
Q2 		$396K Buy
4,318
+261
+6% +$22.6K 0.07% 71
2025
Q1 		$398K Buy
+4,057
New +$419K 0.09% 65

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SilverOak Wealth Management's SBUX Position: Q4 2025 in Review

SilverOak Wealth Management sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 4,051 shares — an estimated $343K sold.

SilverOak Wealth Management first reported a position in SBUX in Q1 2025 and held it in 3 quarters. The position peaked at $398K in Q1 2025. 2,320 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • SilverOak Wealth Management reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • SilverOak Wealth Management sold 4,051 Starbucks shares in Q4 2025, an estimated $343K.
  • SilverOak Wealth Management first reported a position in Starbucks in Q1 2025 and held it in 3 quarters.
  • SilverOak Wealth Management's Starbucks position peaked at $398K in Q1 2025.
  • 2,320 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on SilverOak Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.