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Evergreen Capital Management’s Starbucks SBUX Stock Holding History

Evergreen 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
Q2 		$2.66M Buy
26,003
+4,509
+21% +$454K 0.05% 291
2026
Q1 		$1.93M Sell
21,494
-1,782
-8% -$169K 0.04% 322
2025
Q4 		$1.96M Buy
23,276
+3,241
+16% +$273K 0.04% 311
2025
Q3 		$1.69M Buy
20,035
+2,367
+13% +$212K 0.04% 313
2025
Q2 		$1.62M Sell
17,668
-1,120
-6% -$97.1K 0.05% 291
2025
Q1 		$1.84M Sell
18,788
-62
-0.3% -$6.41K 0.06% 263
2024
Q4 		$1.72M Sell
18,850
-3,124
-14% -$302K 0.06% 273
2024
Q3 		$2.14M Buy
21,974
+3,113
+17% +$267K 0.07% 242
2024
Q2 		$1.47M Sell
18,861
-5,056
-21% -$412K 0.05% 268
2024
Q1 		$2.19M Buy
23,917
+562
+2% +$52.3K 0.08% 219
2023
Q4 		$2.24M Buy
23,355
+4,918
+27% +$479K 0.09% 218
2023
Q3 		$1.68M Sell
18,437
-386
-2% -$37.9K 0.07% 234
2023
Q2 		$1.86M Buy
18,823
+2,433
+15% +$253K 0.08% 221
2023
Q1 		$1.71M Buy
16,390
+1,478
+10% +$154K 0.08% 227
2022
Q4 		$1.48M Buy
14,912
+2,860
+24% +$270K 0.07% 243
2022
Q3 		$1.01M Buy
12,052
+2,290
+23% +$195K 0.05% 260
2022
Q2 		$745K Sell
9,762
-35,089
-78% -$2.69M 0.04% 283
2022
Q1 		$4.08M Buy
44,851
+6,282
+16% +$593K 0.17% 159
2021
Q4 		$4.51M Buy
38,569
+6,189
+19% +$698K 0.18% 147
2021
Q3 		$3.57M Buy
32,380
+3,745
+13% +$438K 0.16% 145
2021
Q2 		$3.2M Buy
28,635
+3,078
+12% +$348K 0.15% 151
2021
Q1 		$2.79M Buy
25,557
+1,878
+8% +$197K 0.14% 157
2020
Q4 		$2.53M Sell
23,679
-2,570
-10% -$245K 0.15% 146
2020
Q3 		$2.25M Buy
26,249
+1,333
+5% +$106K 0.16% 138
2020
Q2 		$1.83M Sell
24,916
-16,670
-40% -$1.25M 0.14% 146
2020
Q1 		$2.73M Buy
41,586
+34,928
+525% +$2.82M 0.26% 90
2019
Q4 		$585K Sell
6,658
-508
-7% -$43.3K 0.05% 221
2019
Q3 		$634K Sell
7,166
-2,959
-29% -$274K 0.06% 196
2019
Q2 		$849K Buy
10,125
+363
+4% +$28.5K 0.08% 175
2019
Q1 		$726K Sell
9,762
-159
-2% -$10.9K 0.07% 177
2018
Q4 		$639K Sell
9,921
-938
-9% -$58.7K 0.07% 188
2018
Q3 		$617K Sell
10,859
-12,780
-54% -$676K 0.05% 205
2018
Q2 		$1.16M Buy
23,639
+11,751
+99% +$667K 0.11% 138
2018
Q1 		$688K Buy
11,888
+1,491
+14% +$86.2K 0.07% 177
2017
Q4 		$597K Sell
10,397
-908
-8% -$51.4K 0.06% 166
2017
Q3 		$607K Buy
+11,305
New +$626K 0.07% 146
2013
Q4 		– Sell
-11,968
Closed -$461K – 107
2013
Q3 		$461K Hold
11,968
– – 0.07% 101
2013
Q2 		$392K Buy
+11,968
New +$372K 0.06% 104

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Evergreen Capital Management's SBUX Position: Q2 2026 in Review

Evergreen Capital Management increased its Starbucks (SBUX) stake by 21% in Q2 2026, buying an estimated $454K and bringing the position to 26,003 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #291.

Evergreen Capital Management first reported a position in SBUX in Q2 2013 and has held it in 38 quarters since. The position peaked at $4.51M in Q4 2021. 840 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Evergreen Capital Management held 26,003 shares of Starbucks worth $2.66M as of Q2 2026.
  • Evergreen Capital Management bought 4,509 Starbucks shares in Q2 2026, an estimated $454K.
  • Starbucks made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #291 holding.
  • Evergreen Capital Management first reported a position in Starbucks in Q2 2013 and has held it in 38 quarters since.
  • Evergreen Capital Management's Starbucks position peaked at $4.51M in Q4 2021.
  • 840 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.