EPW
SBUX icon

Evolve Private Wealth’s Starbucks SBUX Stock Holding History

Evolve Private 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 		$494K Sell
4,834
-8,662
-64% -$872K 0.03% 524
2026
Q1 		$1.21M Buy
13,496
+679
+5% +$64.2K 0.06% 280
2025
Q4 		$1.08M Buy
+12,817
New +$1.08M 0.06% 272

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's SBUX Position: Q2 2026 in Review

Evolve Private Wealth reduced its Starbucks (SBUX) stake by 64% in Q2 2026, selling an estimated $872K and leaving 4,834 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #524.

Evolve Private Wealth first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2026. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Evolve Private Wealth held 4,834 shares of Starbucks worth $494K as of Q2 2026.
  • Evolve Private Wealth sold 8,662 Starbucks shares in Q2 2026, an estimated $872K.
  • Starbucks made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #524 holding.
  • Evolve Private Wealth first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Starbucks position peaked at $1.21M in Q1 2026.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.