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Evermay Wealth Management’s Starbucks SBUX Stock Holding History

Evermay 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
2026
Q2 		$109K Hold
1,066
– – 0.01% 257
2026
Q1 		$95.5K Buy
1,066
+936
+720% +$88.5K 0.01% 255
2025
Q4 		$10.9K Sell
130
-3
-2% -$253 ﹤0.01% 439
2025
Q3 		$11.3K Hold
133
– – ﹤0.01% 434
2025
Q2 		$12.2K Hold
133
– – ﹤0.01% 426
2025
Q1 		$13K Hold
133
– – ﹤0.01% 419
2024
Q4 		$12.1K Sell
133
-64
-32% -$6.19K ﹤0.01% 427
2024
Q3 		$19.2K Sell
197
-256
-57% -$22K ﹤0.01% 399
2024
Q2 		$35.3K Sell
453
-595
-57% -$48.5K 0.01% 369
2024
Q1 		$95.8K Buy
1,048
+491
+88% +$45.7K 0.01% 280
2023
Q4 		$53.5K Buy
557
+16
+3% +$1.56K 0.01% 321
2023
Q3 		$49.3K Sell
541
-50
-8% -$4.91K 0.01% 308
2023
Q2 		$58.5K Hold
591
– – 0.01% 295
2023
Q1 		$61.5K Sell
591
-9
-2% -$937 0.01% 283
2022
Q4 		$59.5K Buy
600
+7
+1% +$661 0.01% 284
2022
Q3 		$50K Buy
593
+21
+4% +$1.78K 0.01% 279
2022
Q2 		$44K Sell
572
-3,613
-86% -$277K 0.01% 289
2022
Q1 		$381K Buy
4,185
+353
+9% +$33.3K 0.06% 128
2021
Q4 		$448K Buy
3,832
+1,085
+39% +$122K 0.08% 103
2021
Q3 		$303K Sell
2,747
-270
-9% -$31.6K 0.06% 132
2021
Q2 		$337K Hold
3,017
– – 0.06% 130
2021
Q1 		$330K Sell
3,017
-20
-0.7% -$2.1K 0.07% 130
2020
Q4 		$325K Hold
3,037
– – 0.07% 125
2020
Q3 		$261K Hold
3,037
– – 0.06% 132
2020
Q2 		$223K Sell
3,037
-60
-2% -$4.51K 0.06% 144
2020
Q1 		$204K Sell
3,097
-13
-0.4% -$1.05K 0.06% 134
2019
Q4 		$273K Buy
+3,110
New +$265K 0.07% 132
2017
Q4 		– Sell
-4,820
Closed -$259K – 142
2017
Q3 		$259K Hold
4,820
– – 0.11% 82
2017
Q2 		$281K Hold
4,820
– – 0.12% 69
2017
Q1 		$281K Buy
4,820
+498
+12% +$28.2K 0.13% 71
2016
Q4 		$240K Sell
4,322
-1,000
-19% -$55.4K 0.12% 65
2016
Q3 		$288K Sell
5,322
-460
-8% -$25.7K 0.15% 57
2016
Q2 		$330K Sell
5,782
-160
-3% -$9.1K 0.17% 49
2016
Q1 		$355K Hold
5,942
– – 0.2% 45
2015
Q4 		$357K Hold
5,942
– – 0.21% 42
2015
Q3 		$338K Buy
5,942
+70
+1% +$3.92K 0.2% 51
2015
Q2 		$315K Sell
5,872
-220
-4% -$11.2K 0.19% 57
2015
Q1 		$288K Sell
6,092
-1,808
-23% -$81.2K 0.17% 66
2014
Q4 		$324K Buy
7,900
+1,860
+31% +$72.6K 0.21% 61
2014
Q3 		$228K Sell
6,040
-2,200
-27% -$85.1K 0.2% 73
2014
Q2 		$319K Sell
8,240
-11,000
-57% -$400K 0.28% 57
2014
Q1 		$706K Sell
19,240
-1,312
-6% -$48.5K 0.75% 22
2013
Q4 		$806K Buy
+20,552
New +$813K 1.12% 17

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Evermay Wealth Management's SBUX Position: Q2 2026 in Review

Evermay Wealth Management held its Starbucks (SBUX) position steady in Q2 2026 at 1,066 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #257.

Evermay Wealth Management first reported a position in SBUX in Q4 2013 and has held it in 43 quarters since. The position peaked at $806K in Q4 2013. 853 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Evermay Wealth Management held 1,066 shares of Starbucks worth $109K as of Q2 2026.
  • Evermay Wealth Management left its Starbucks share count unchanged in Q2 2026.
  • Starbucks made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Evermay Wealth Management first reported a position in Starbucks in Q4 2013 and has held it in 43 quarters since.
  • Evermay Wealth Management's Starbucks position peaked at $806K in Q4 2013.
  • 853 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.