Legacy Advisors’s Starbucks SBUX Stock Holding History

Legacy 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
2026 Q2	$923K	Buy	9,030 +736	+9%	+$74.1K	0.09%	132
2026 Q1	$743K	Sell	8,294 -339	-4%	-$32.1K	0.09%	125
2025 Q4	$727K	Buy	8,633 +561	+7%	+$47.3K	0.08%	130
2025 Q3	$683K	Buy	+8,072	New	+$723K	0.08%	125
2025 Q2	–	Sell	-14,350	Closed	-$1.41M	–	334
2025 Q1	$1.41M	Buy	14,350 +699	+5%	+$72.3K	0.14%	121
2024 Q4	$1.25M	Sell	13,651 -7,047	-34%	-$682K	0.12%	132
2024 Q3	$2.02M	Sell	20,698 -5,370	-21%	-$461K	0.22%	83
2024 Q2	$2.03M	Sell	26,068 -3,708	-12%	-$302K	0.25%	75
2024 Q1	$2.72M	Buy	29,776 +1,126	+4%	+$105K	0.34%	56
2023 Q4	$2.75M	Buy	28,650 +185	+0.6%	+$18K	0.35%	61
2023 Q3	$2.6M	Buy	28,465 +3,467	+14%	+$340K	0.42%	61
2023 Q2	$2.48M	Sell	24,998 -147	-0.6%	-$15.3K	0.37%	63
2023 Q1	$2.62M	Buy	25,145 +1,503	+6%	+$156K	0.48%	49
2022 Q4	$2.35M	Buy	23,642 +3,981	+20%	+$376K	0.43%	50
2022 Q3	$1.66M	Buy	19,661 +1,053	+6%	+$89.5K	0.37%	53
2022 Q2	$1.42M	Buy	18,608 +6,042	+48%	+$464K	0.3%	59
2022 Q1	$1.14M	Buy	12,566 +8,196	+188%	+$773K	0.22%	68
2021 Q4	$511K	Sell	4,370 -539	-11%	-$60.8K	0.19%	72
2021 Q3	$542K	Buy	4,909 +546	+13%	+$63.9K	0.22%	67
2021 Q2	$488K	Hold	4,363	–	–	0.2%	70
2021 Q1	$477K	Hold	4,363	–	–	0.21%	66
2020 Q4	$467K	Hold	4,363	–	–	0.27%	62
2020 Q3	$375K	Hold	4,363	–	–	0.25%	67
2020 Q2	$321K	Hold	4,363	–	–	0.25%	70
2020 Q1	$287K	Hold	4,363	–	–	0.29%	71
2019 Q4	$384K	Hold	4,363	–	–	0.24%	85
2019 Q3	$386K	Hold	4,363	–	–	0.29%	70
2019 Q2	$366K	Sell	4,363 -6,557	-60%	-$514K	0.25%	75
2019 Q1	$812K	Buy	10,920 +5,426	+99%	+$373K	0.26%	77
2018 Q4	$354K	Sell	5,494 -3,252	-37%	-$204K	0.27%	78
2018 Q3	$497K	Buy	8,746 +3,218	+58%	+$170K	0.24%	91
2018 Q2	$270K	Buy	+5,528	New	+$314K	0.2%	80
2017 Q1	–	Sell	-100	Closed	-$5K	–	220
2016 Q4	$5K	Buy	+100	New	+$5.54K	0.01%	189

Other funds holding SBUX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Legacy Advisors's SBUX Position: Q2 2026 in Review

Legacy Advisors increased its Starbucks (SBUX) stake by 8.9% in Q2 2026, buying an estimated $74.1K and bringing the position to 9,030 shares worth $923K. The position accounts for 0.09% of the portfolio, ranked #132.

Legacy Advisors first reported a position in SBUX in Q4 2016 and has held it in 33 quarters since. The position peaked at $2.75M in Q4 2023. 772 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Legacy Advisors held 9,030 shares of Starbucks worth $923K as of Q2 2026.
Legacy Advisors bought 736 Starbucks shares in Q2 2026, an estimated $74.1K.
Starbucks made up 0.09% of Legacy Advisors's portfolio in Q2 2026, its #132 holding.
Legacy Advisors first reported a position in Starbucks in Q4 2016 and has held it in 33 quarters since.
Legacy Advisors's Starbucks position peaked at $2.75M in Q4 2023.
772 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.