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Evolution Wealth Advisors’s Starbucks SBUX Stock Holding History

Evolution 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
2025
Q4 		– Sell
-2,907
Closed -$246K – 173
2025
Q3 		$246K Sell
2,907
-97
-3% -$8.68K 0.03% 149
2025
Q2 		$275K Sell
3,004
-16
-0.5% -$1.39K 0.04% 136
2025
Q1 		$296K Buy
3,020
+363
+14% +$37.5K 0.05% 118
2024
Q4 		$242K Buy
+2,657
New +$257K 0.04% 123
2024
Q3 		– Sell
-2,571
Closed -$200K – 146
2024
Q2 		$200K Sell
2,571
-14
-0.5% -$1.14K 0.04% 128
2024
Q1 		$236K Buy
+2,585
New +$240K 0.05% 117
2023
Q2 		– Sell
-2,356
Closed -$245K – 121
2023
Q1 		$245K Buy
+2,356
New +$245K 0.06% 104
2022
Q2 		– Sell
-2,238
Closed -$204K – 128
2022
Q1 		$204K Hold
2,238
– – 0.04% 113
2021
Q4 		$262 Hold
2,238
– – 0.04% 106
2021
Q3 		$247K Hold
2,238
– – 0.05% 92
2021
Q2 		$250K Sell
2,238
-214
-9% -$24.2K 0.05% 99
2021
Q1 		$268K Buy
2,452
+214
+10% +$22.5K 0.06% 92
2020
Q4 		$239K Sell
2,238
-300
-12% -$28.6K 0.05% 97
2020
Q3 		$218K Buy
2,538
+250
+11% +$19.9K 0.06% 94
2020
Q2 		$168K Buy
+2,288
New +$172K 0.06% 88
2020
Q1 		– Sell
-548
Closed -$48K – 592
2019
Q4 		$48K Buy
548
+378
+222% +$32.2K 0.01% 152
2019
Q3 		$15K Hold
170
– – 0.01% 133
2019
Q2 		$14K Buy
+170
New +$13.3K 0.01% 155

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Evolution Wealth Advisors's SBUX Position: Q4 2025 in Review

Evolution Wealth Advisors sold out of Starbucks (SBUX) in Q4 2025, closing a stake of 2,907 shares — an estimated $246K sold.

Evolution Wealth Advisors first reported a position in SBUX in Q2 2019 and held it in 18 quarters. The position peaked at $296K in Q1 2025. 2,316 funds tracked by Wall St. Rank hold SBUX as of Q4 2025.

  • Evolution Wealth Advisors reported no remaining Starbucks position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,907 Starbucks shares in Q4 2025, an estimated $246K.
  • Evolution Wealth Advisors first reported a position in Starbucks in Q2 2019 and held it in 18 quarters.
  • Evolution Wealth Advisors's Starbucks position peaked at $296K in Q1 2025.
  • 2,316 funds tracked by Wall St. Rank held Starbucks as of Q4 2025.

Based on Evolution Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.