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Evergreen Wealth Solutions’s Starbucks SBUX Stock Holding History

Evergreen Wealth Solutions’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 		$431K Buy
+4,815
New +$455K 0.03% 270

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Wealth Solutions's SBUX Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Starbucks (SBUX) in Q1 2026: 4,815 shares worth $431K. The stake represents 0.03% of the portfolio and ranks #270 among its holdings.

2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Evergreen Wealth Solutions held 4,815 shares of Starbucks worth $431K as of Q1 2026.
  • Starbucks was a new Evergreen Wealth Solutions position in Q1 2026.
  • Starbucks made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #270 holding.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.