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Evelyn Partners Asset Management’s Starbucks SBUX Stock Holding History

Evelyn Partners Asset 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 		$31.6K Hold
353
– – 0.01% 204
2025
Q4 		$29.7K Hold
353
– – 0.01% 183
2025
Q3 		$29.9K Sell
353
-112
-24% -$10K 0.01% 180
2025
Q2 		$42.6K Hold
465
– – 0.01% 140
2025
Q1 		$45.6K Hold
465
– – 0.01% 140
2024
Q4 		$42.4K Buy
+465
New +$45K 0.01% 142

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

Evelyn Partners Asset Management's SBUX Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Starbucks (SBUX) position steady in Q1 2026 at 353 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #204.

Evelyn Partners Asset Management first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.6K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Evelyn Partners Asset Management held 353 shares of Starbucks worth $31.6K as of Q1 2026.
  • Evelyn Partners Asset Management left its Starbucks share count unchanged in Q1 2026.
  • Starbucks made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #204 holding.
  • Evelyn Partners Asset Management first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Starbucks position peaked at $45.6K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.