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Evoke Wealth’s Starbucks SBUX Stock Holding History

Evoke Wealth’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 		– Sell
-9,389
Closed -$841K – 518
2026
Q1 		$841K Sell
9,389
-1,503
-14% -$142K 0.02% 305
2025
Q4 		$917K Buy
10,892
+2,242
+26% +$189K 0.02% 280
2025
Q3 		$732K Buy
8,650
+1,070
+14% +$95.8K 0.01% 291
2025
Q2 		$695K Sell
7,580
-2,294
-23% -$199K 0.02% 279
2025
Q1 		$969K Buy
9,874
+360
+4% +$37.2K 0.03% 200
2024
Q4 		$868K Buy
9,514
+49
+0.5% +$4.74K 0.02% 196
2024
Q3 		$923K Buy
+9,465
New +$812K 0.03% 192
2024
Q2 		– Sell
-12,199
Closed -$1.11M – 328
2024
Q1 		$1.11M Buy
+12,199
New +$1.13M 0.03% 168
2023
Q4 		– Sell
-10,037
Closed -$916K – 299
2023
Q3 		$916K Buy
10,037
+634
+7% +$62.2K 0.03% 184
2023
Q2 		$931K Buy
9,403
+1,813
+24% +$188K 0.03% 167
2023
Q1 		$790K Buy
7,590
+355
+5% +$36.9K 0.03% 176
2022
Q4 		$718K Buy
7,235
+146
+2% +$13.8K 0.03% 182
2022
Q3 		$597K Buy
7,089
+1,036
+17% +$88K 0.02% 198
2022
Q2 		$462K Sell
6,053
-714
-11% -$54.8K 0.02% 229
2022
Q1 		$616K Sell
6,767
-223
-3% -$21K 0.02% 211
2021
Q4 		$818K Buy
6,990
+74
+1% +$8.34K 0.03% 198
2021
Q3 		$762K Sell
6,916
-26,249
-79% -$3.07M 0.03% 190
2021
Q2 		$3.71M Buy
33,165
+703
+2% +$79.5K 0.14% 85
2021
Q1 		$3.55M Buy
32,462
+22,327
+220% +$2.34M 0.16% 84
2020
Q4 		$1.08M Buy
10,135
+1,168
+13% +$112K 0.07% 90
2020
Q3 		$770K Buy
8,967
+4,146
+86% +$331K 0.06% 102
2020
Q2 		$355K Sell
4,821
-1,276
-21% -$95.9K 0.03% 139
2020
Q1 		$401K Sell
6,097
-720
-11% -$58.2K 0.06% 115
2019
Q4 		$599K Sell
6,817
-1,593
-19% -$136K 0.08% 116
2019
Q3 		$744K Buy
+8,410
New +$780K 0.09% 115

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

Evoke Wealth's SBUX Position: Q2 2026 in Review

Evoke Wealth sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 9,389 shares — an estimated $841K sold.

Evoke Wealth first reported a position in SBUX in Q3 2019 and held it in 25 quarters. The position peaked at $3.71M in Q2 2021. 2,396 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Evoke Wealth reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 9,389 Starbucks shares in Q2 2026, an estimated $841K.
  • Evoke Wealth first reported a position in Starbucks in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Starbucks position peaked at $3.71M in Q2 2021.
  • 2,396 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.