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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
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 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

Evolution Wealth Management's SBUX Position: Q1 2026 in Review

Evolution Wealth Management reduced its Starbucks (SBUX) stake by 64% in Q1 2026, selling an estimated $162K and leaving 945 shares worth $84.7K. The position accounts for 0.06% of the portfolio, ranked #191.

Evolution Wealth Management first reported a position in SBUX in Q2 2025 and has held it in 4 quarters since. The position peaked at $224K in Q4 2025. 2,330 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Evolution Wealth Management held 945 shares of Starbucks worth $84.7K as of Q1 2026.
  • Evolution Wealth Management sold 1,716 Starbucks shares in Q1 2026, an estimated $162K.
  • Starbucks made up 0.06% of Evolution Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Evolution Wealth Management first reported a position in Starbucks in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Starbucks position peaked at $224K in Q4 2025.
  • 2,330 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.