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Everpar Advisors’s Starbucks SBUX Stock Holding History

Everpar 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
Q2 		$366K Buy
3,580
+11
+0.3% +$1.11K 0.1% 187
2026
Q1 		$320K Buy
3,569
+642
+22% +$60.7K 0.11% 197
2025
Q4 		$246K Buy
2,927
+58
+2% +$4.89K 0.09% 235
2025
Q3 		$243K Sell
2,869
-55
-2% -$4.92K 0.1% 240
2025
Q2 		$268K Sell
2,924
-934
-24% -$80.9K 0.12% 217
2025
Q1 		$378K Buy
3,858
+9
+0.2% +$930 0.2% 138
2024
Q4 		$351K Sell
3,849
-1,165
-23% -$113K 0.18% 157
2024
Q3 		$489K Buy
5,014
+494
+11% +$42.4K 0.25% 121
2024
Q2 		$352K Buy
4,520
+472
+12% +$38.4K 0.18% 166
2024
Q1 		$370K Sell
4,048
-849
-17% -$79K 0.22% 154
2023
Q4 		$470K Buy
+4,897
New +$477K 0.22% 162

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Everpar Advisors's SBUX Position: Q2 2026 in Review

Everpar Advisors increased its Starbucks (SBUX) stake by 0.31% in Q2 2026, buying an estimated $1.11K and bringing the position to 3,580 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #187.

Everpar Advisors first reported a position in SBUX in Q4 2023 and has held it in 11 quarters since. The position peaked at $489K in Q3 2024. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Everpar Advisors held 3,580 shares of Starbucks worth $366K as of Q2 2026.
  • Everpar Advisors bought 11 Starbucks shares in Q2 2026, an estimated $1.11K.
  • Starbucks made up 0.1% of Everpar Advisors's portfolio in Q2 2026, its #187 holding.
  • Everpar Advisors first reported a position in Starbucks in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Starbucks position peaked at $489K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.