Everence Capital Management’s Starbucks SBUX Stock Holding History

Everence Capital 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	$1.87M	Buy	20,909 +9,393	+82%	+$889K	0.11%	151
2025 Q4	$970K	Hold	11,516	–	–	0.06%	241
2025 Q3	$974K	Sell	11,516 -856	-7%	-$76.6K	0.06%	246
2025 Q2	$1.13M	Sell	12,372 -13,830	-53%	-$1.2M	0.07%	208
2025 Q1	$2.57M	Buy	26,202 +3,410	+15%	+$353K	0.17%	108
2024 Q4	$2.08M	Sell	22,792 -1,240	-5%	-$120K	0.14%	124
2024 Q3	$2.34M	Sell	24,032 -6,100	-20%	-$523K	0.15%	119
2024 Q2	$2.67K	Hold	30,132	–	–	0.18%	108
2024 Q1	$2.75K	Hold	30,132	–	–	0.18%	108
2023 Q4	$2.89M	Buy	30,132 +4,110	+16%	+$400K	0.21%	96
2023 Q3	$2.38K	Hold	26,022	–	–	0.18%	104
2023 Q2	$2.54M	Hold	26,022	–	–	0.21%	93
2023 Q1	$2.71K	Hold	26,022	–	–	0.22%	93
2022 Q4	$2.58K	Sell	26,022 -5,540	-18%	-$523K	0.22%	95
2022 Q3	$2.66M	Hold	31,562	–	–	0.25%	76
2022 Q2	$2.41M	Hold	31,562	–	–	0.22%	90
2022 Q1	$2.87M	Buy	31,562 +3,380	+12%	+$319K	0.22%	87
2021 Q4	$3.3M	Hold	28,182	–	–	0.24%	72
2021 Q3	$3.11M	Hold	28,182	–	–	0.26%	73
2021 Q2	$3.15M	Hold	28,182	–	–	0.26%	72
2021 Q1	$3.08M	Hold	28,182	–	–	0.28%	62
2020 Q4	$3.02M	Buy	28,182 +590	+2%	+$56.3K	0.29%	55
2020 Q3	$2.37M	Hold	27,592	–	–	0.26%	66
2020 Q2	$2.15M	Hold	27,592	–	–	0.25%	65
2020 Q1	$1.81M	Hold	27,592	–	–	0.26%	66
2019 Q4	$2.43M	Sell	27,592 -207	-0.7%	-$17.6K	0.36%	56
2019 Q3	$2.46M	Hold	27,799	–	–	0.4%	54
2019 Q2	$2.33M	Hold	27,799	–	–	0.39%	54
2019 Q1	$2.07M	Sell	27,799 -8,073	-23%	-$555K	0.36%	60
2018 Q4	$2.31M	Hold	35,872	–	–	0.54%	43
2018 Q3	$2.04M	Hold	35,872	–	–	0.41%	63
2018 Q2	$1.75M	Hold	35,872	–	–	0.37%	67
2018 Q1	$2.08M	Hold	35,872	–	–	0.46%	55
2017 Q4	$2.06M	Buy	35,872 +4,196	+13%	+$237K	0.45%	54
2017 Q3	$1.7M	Hold	31,676	–	–	0.39%	69
2017 Q2	$1.85M	Hold	31,676	–	–	0.45%	55
2017 Q1	$1.85M	Hold	31,676	–	–	0.49%	50
2016 Q4	$1.76M	Sell	31,676 -7,869	-20%	-$436K	0.51%	48
2016 Q3	$2.14M	Hold	39,545	–	–	0.64%	41
2016 Q2	$2.26M	Hold	39,545	–	–	0.69%	35
2016 Q1	$2.36M	Hold	39,545	–	–	0.73%	32
2015 Q4	$2.37M	Buy	39,545 +10,787	+38%	+$657K	0.77%	33
2015 Q3	$1.64M	Hold	28,758	–	–	0.56%	47
2015 Q2	$1.54M	Hold	28,758	–	–	0.5%	56
2015 Q1	$1.34M	Hold	28,758	–	–	0.45%	56
2014 Q4	$1.18M	Sell	28,758 -2,626	-8%	-$103K	0.4%	67
2014 Q3	$1.22M	Hold	31,384	–	–	0.45%	64
2014 Q2	$1.21M	Hold	31,384	–	–	0.45%	61
2014 Q1	$1.15M	Hold	31,384	–	–	0.45%	61
2013 Q4	$1.23M	Hold	31,384	–	–	0.5%	56
2013 Q3	$1.21M	Hold	31,384	–	–	0.52%	54
2013 Q2	$1.03M	Buy	+31,384	New	+$975K	0.47%	61

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Everence Capital Management's SBUX Position: Q1 2026 in Review

Everence Capital Management increased its Starbucks (SBUX) stake by 82% in Q1 2026, buying an estimated $889K and bringing the position to 20,909 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #151.

Everence Capital Management first reported a position in SBUX in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.3M in Q4 2021. 2,334 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Everence Capital Management held 20,909 shares of Starbucks worth $1.87M as of Q1 2026.
Everence Capital Management bought 9,393 Starbucks shares in Q1 2026, an estimated $889K.
Starbucks made up 0.11% of Everence Capital Management's portfolio in Q1 2026, its #151 holding.
Everence Capital Management first reported a position in Starbucks in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Starbucks position peaked at $3.3M in Q4 2021.
2,334 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.