Evelyn Partners
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Evelyn Partners’s Starbucks SBUX Stock Holding History

Evelyn Partners’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
Q3 		$154K Sell
1,640
-251
-13% -$25.9K ﹤0.01% 328
2026
Q2 		$193K Buy
+1,891
New +$190K ﹤0.01% 270

Other funds holding SBUX

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BlackRock
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Vanguard Capital Management
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State Street
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Evelyn Partners's SBUX Position: Q3 2026 in Review

Evelyn Partners reduced its Starbucks (SBUX) stake by 13% in Q3 2026, selling an estimated $25.9K and leaving 1,640 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Evelyn Partners first reported a position in SBUX in Q2 2026 and has held it in 2 quarters since. The position peaked at $193K in Q2 2026. 2,063 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Evelyn Partners held 1,640 shares of Starbucks worth $154K as of Q3 2026.
  • Evelyn Partners sold 251 Starbucks shares in Q3 2026, an estimated $25.9K.
  • Starbucks made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #328 holding.
  • Evelyn Partners first reported a position in Starbucks in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Starbucks position peaked at $193K in Q2 2026.
  • 2,063 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.