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Evolution Wealth Management’s Starbucks SBUX Stock Holding History

Evolution Wealth Management’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 		$128K Buy
1,252
+307
+32% +$30.9K 0.08% 170
2026
Q1 		$84.7K Sell
945
-1,716
-64% -$162K 0.06% 191
2025
Q4 		$224K Buy
2,661
+2,561
+2,561% +$216K 0.19% 92
2025
Q3 		$8.46K Hold
100
– – 0.01% 390
2025
Q2 		$9.16K Buy
+100
New +$8.67K 0.01% 369

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

Evolution Wealth Management's SBUX Position: Q2 2026 in Review

Evolution Wealth Management increased its Starbucks (SBUX) stake by 32% in Q2 2026, buying an estimated $30.9K and bringing the position to 1,252 shares worth $128K. The position accounts for 0.08% of the portfolio, ranked #170.

Evolution Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 5 quarters since. The position peaked at $224K in Q4 2025. 2,390 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Evolution Wealth Management held 1,252 shares of Starbucks worth $128K as of Q2 2026.
  • Evolution Wealth Management bought 307 Starbucks shares in Q2 2026, an estimated $30.9K.
  • Starbucks made up 0.08% of Evolution Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Evolution Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Starbucks position peaked at $224K in Q4 2025.
  • 2,390 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.