EW
SBUX icon

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
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 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

Evoke Wealth's SBUX Position: Q1 2026 in Review

Evoke Wealth reduced its Starbucks (SBUX) stake by 14% in Q1 2026, selling an estimated $142K and leaving 9,389 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #305.

Evoke Wealth first reported a position in SBUX in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.71M in Q2 2021. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Evoke Wealth held 9,389 shares of Starbucks worth $841K as of Q1 2026.
  • Evoke Wealth sold 1,503 Starbucks shares in Q1 2026, an estimated $142K.
  • Starbucks made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #305 holding.
  • Evoke Wealth first reported a position in Starbucks in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Starbucks position peaked at $3.71M in Q2 2021.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.