Onyx Bridge Wealth Group LLC SBUX — STARBUCKS CORP

Ownership history in Onyx Bridge Wealth Group LLC  ·  7 quarters on record

AI Ownership Summary

Onyx Bridge Wealth Group LLC reported STARBUCKS CORP (SBUX) in 7 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2023 Q4. The latest visible filing shows SBUX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Onyx Bridge Wealth Group LLC's position in STARBUCKS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBUX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SBUX stock page Onyx Bridge Wealth Group LLC fund profile Onyx Bridge Wealth Group LLC full holdings
How Onyx Bridge Wealth Group LLC held SBUX — position size vs. price
% of Fund (quarterly)    SBUX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,341 -30 -1.3% 0.02% $210K 2026-04-22 $99.52
2025 Q3 ADDED — — — 2,371 +112 +5.0% 0.02% $201K 2025-11-06 $81.11
2025 Q2 ADDED — — — 2,259 +14 +0.6% 0.03% $207K 2025-07-30 $90.90
2025 Q1 REDUCED — — — 2,245 -76 -3.3% 0.03% $220K 2025-04-29 $82.57
2024 Q3 REDUCED 7.1% -6.5% ✅ 2,321 -178 -7.1% 0.03% $226K 2024-10-17 $91.64
2024 Q1 REDUCED — — — 2,499 -28 -1.1% 0.04% $221K 2024-04-29 $83.82
2023 Q4 INITIATED — — — 2,527 — — 0.05% $243K 2024-01-31 $87.75

🏢 Other funds also holding SBUX

As of 2026 Q1 — sorted by position size

R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.76% COERENTE CAPITAL MANAGEMENT 3Y 3.59% Pine Haven Investment Counsel, Inc 3Y 2.75% WealthBridge Investment Counsel Inc. 3Y 2.2% MFG WEALTH MANAGEMENT, INC. 2.08% TWIN CITY PRIVATE WEALTH, LLC 1.94% Compass Wealth Management LLC 3Y 1.92% Granite Group Advisors, LLC 1.88% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 1.83% Harrington Investments, INC 3Y 7Y 1.75%

FAQ About Onyx Bridge Wealth Group LLC and SBUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Onyx Bridge Wealth Group LLC reported owning SBUX?

Onyx Bridge Wealth Group LLC reported SBUX across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SBUX position in Onyx Bridge Wealth Group LLC's portfolio?

The largest reported portfolio weight for SBUX was 0.05% in 2023 Q4.

What is the latest reported SBUX position on this page?

The most recent filing on this page is 2026 Q1, when Onyx Bridge Wealth Group LLC reported 2,341 shares, equal to 0.02% of portfolio, with an estimated market value of $210K.

What does the chart on this SBUX ownership page compare?

The chart compares Onyx Bridge Wealth Group LLC's quarterly SBUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Onyx Bridge Wealth Group LLC time their SBUX position?

Based on 13F filing dates vs. subsequent SBUX price moves, Onyx Bridge Wealth Group LLC correctly timed 2 out of 6 reported position changes (33%).

← Back to Onyx Bridge Wealth Group LLC Holdings