EWM
SBUX icon

Evergreen Wealth Management’s Starbucks SBUX Stock Holding History

Evergreen Wealth 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
2025
Q1 		– Sell
-18,336
Closed -$1.67M – 56
2024
Q4 		$1.67M Buy
18,336
+20
+0.1% +$1.94K 0.99% 31
2024
Q3 		$1.79M Buy
+18,316
New +$1.57M 1.07% 32

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evergreen Wealth Management's SBUX Position: Q1 2025 in Review

Evergreen Wealth Management sold out of Starbucks (SBUX) in Q1 2025, closing a stake of 18,336 shares — an estimated $1.67M sold.

Evergreen Wealth Management first reported a position in SBUX in Q3 2024 and held it in 2 quarters. The position peaked at $1.79M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q1 2025.

  • Evergreen Wealth Management reported no remaining Starbucks position as of Q1 2025 after selling out during the quarter.
  • Evergreen Wealth Management sold 18,336 Starbucks shares in Q1 2025, an estimated $1.67M.
  • Evergreen Wealth Management first reported a position in Starbucks in Q3 2024 and held it in 2 quarters.
  • Evergreen Wealth Management's Starbucks position peaked at $1.79M in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q1 2025.

Based on Evergreen Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.