Evergreen Advisors’s Starbucks SBUX Stock Holding History

Evergreen Advisors’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 Q2	–	Sell	-197	Closed	-$17.6K	–	134
2026 Q1	$17.6K	Buy	+197	New	+$18.6K	﹤0.01%	103

Other funds holding SBUX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Advisors's SBUX Position: Q2 2026 in Review

Evergreen Advisors sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 197 shares — an estimated $17.6K sold.

Evergreen Advisors first reported a position in SBUX in Q1 2026 and held it in 1 quarter. The position peaked at $17.6K in Q1 2026. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Evergreen Advisors reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 197 Starbucks shares in Q2 2026, an estimated $17.6K.
Evergreen Advisors first reported a position in Starbucks in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Starbucks position peaked at $17.6K in Q1 2026.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.