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EverSource Wealth Advisors’s Starbucks SBUX Stock Holding History

EverSource Wealth 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 		$537K Sell
5,255
-1,319
-20% -$133K 0.02% 537
2026
Q1 		$589K Buy
6,574
+2,005
+44% +$190K 0.02% 536
2025
Q4 		$385K Buy
4,569
+449
+11% +$37.9K 0.01% 637
2025
Q3 		$349K Buy
4,120
+40
+1% +$3.58K 0.01% 652
2025
Q2 		$374K Sell
4,080
-20
-0.5% -$1.73K 0.02% 566
2025
Q1 		$402K Sell
4,100
-8,115
-66% -$839K 0.02% 436
2024
Q4 		$1.11M Sell
12,215
-484
-4% -$46.8K 0.06% 227
2024
Q3 		$1.24M Buy
12,699
+108
+0.9% +$9.27K 0.08% 191
2024
Q2 		$981K Buy
12,591
+627
+5% +$51.1K 0.07% 217
2024
Q1 		$1.06M Sell
11,964
-733
-6% -$68.2K 0.08% 180
2023
Q4 		$1.22M Buy
12,697
+324
+3% +$31.5K 0.11% 153
2023
Q3 		$1.13M Buy
12,373
+910
+8% +$89.3K 0.12% 147
2023
Q2 		$1.14M Buy
11,463
+7,749
+209% +$804K 0.13% 147
2023
Q1 		$387K Sell
3,714
-612
-14% -$63.7K 0.05% 258
2022
Q4 		$429K Buy
4,326
+1,882
+77% +$178K 0.07% 220
2022
Q3 		$206K Buy
2,444
+536
+28% +$45.5K 0.05% 292
2022
Q2 		$147K Sell
1,908
-944
-33% -$72.5K 0.04% 303
2022
Q1 		$260K Sell
2,852
-680
-19% -$64.2K 0.07% 222
2021
Q4 		$413K Buy
+3,532
New +$398K 0.12% 140

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's SBUX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Starbucks (SBUX) stake by 20% in Q2 2026, selling an estimated $133K and leaving 5,255 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #537.

EverSource Wealth Advisors first reported a position in SBUX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2024. 2,380 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • EverSource Wealth Advisors held 5,255 shares of Starbucks worth $537K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,319 Starbucks shares in Q2 2026, an estimated $133K.
  • Starbucks made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #537 holding.
  • EverSource Wealth Advisors first reported a position in Starbucks in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Starbucks position peaked at $1.24M in Q3 2024.
  • 2,380 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.