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Evernest Financial Advisors’s Starbucks SBUX Stock Holding History

Evernest Financial 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
Q1 		$390K Buy
3,988
+153
+4% +$14.5K 0.08% 128
2025
Q4 		$380K Sell
3,835
-724
-16% -$61.1K 0.08% 131
2025
Q3 		$386K Sell
4,559
-125
-3% -$11.2K 0.11% 129
2025
Q2 		$429K Sell
4,684
-132
-3% -$11.4K 0.14% 117
2025
Q1 		$472K Buy
4,816
+84
+2% +$8.68K 0.17% 105
2024
Q4 		$432K Sell
4,732
-162
-3% -$15.7K 0.11% 115
2024
Q3 		$477K Sell
4,894
-1,369
-22% -$117K 0.13% 108
2024
Q2 		$488K Sell
6,263
-243
-4% -$19.8K 0.22% 86
2024
Q1 		$570K Buy
6,506
+81
+1% +$7.53K 0.27% 80
2023
Q4 		$617K Buy
+6,425
New +$625K 0.31% 73
2021
Q4 		$627K Buy
+6,440
New +$726K 0.32% 70

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

Evernest Financial Advisors's SBUX Position: Q1 2026 in Review

Evernest Financial Advisors increased its Starbucks (SBUX) stake by 4% in Q1 2026, buying an estimated $14.5K and bringing the position to 3,988 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #128.

Evernest Financial Advisors first reported a position in SBUX in Q4 2021 and has held it in 11 quarters since. The position peaked at $627K in Q4 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Evernest Financial Advisors held 3,988 shares of Starbucks worth $390K as of Q1 2026.
  • Evernest Financial Advisors bought 153 Starbucks shares in Q1 2026, an estimated $14.5K.
  • Starbucks made up 0.08% of Evernest Financial Advisors's portfolio in Q1 2026, its #128 holding.
  • Evernest Financial Advisors first reported a position in Starbucks in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Starbucks position peaked at $627K in Q4 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.