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Evelyn Partners Investment Management’s Starbucks SBUX Stock Holding History

Evelyn Partners Investment 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 		$126K Sell
1,405
-174
-11% -$16.5K ﹤0.01% 225
2025
Q4 		$133K Hold
1,579
– – ﹤0.01% 225
2025
Q3 		$134K Sell
1,579
-1,903
-55% -$170K ﹤0.01% 225
2025
Q2 		$319K Sell
3,482
-1,614
-32% -$140K 0.01% 175
2025
Q1 		$500K Sell
5,096
-1,091
-18% -$113K 0.02% 155
2024
Q4 		$565K Buy
+6,187
New +$599K 0.02% 145

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 Investment Management's SBUX Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Starbucks (SBUX) stake by 11% in Q1 2026, selling an estimated $16.5K and leaving 1,405 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Evelyn Partners Investment Management first reported a position in SBUX in Q4 2024 and has held it in 6 quarters since. The position peaked at $565K in Q4 2024. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Evelyn Partners Investment Management held 1,405 shares of Starbucks worth $126K as of Q1 2026.
  • Evelyn Partners Investment Management sold 174 Starbucks shares in Q1 2026, an estimated $16.5K.
  • Starbucks made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #225 holding.
  • Evelyn Partners Investment Management first reported a position in Starbucks in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Starbucks position peaked at $565K in Q4 2024.
  • 2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

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