Legacy Bridge’s Starbucks SBUX Stock Holding History

Legacy Bridge’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 Q3	$27.7K	Hold	295	–	–	0.01%	238
2026 Q2	$30.1K	Hold	295	–	–	0.01%	235
2026 Q1	$26.4K	Hold	295	–	–	0.01%	230
2025 Q4	$24.8K	Hold	295	–	–	0.01%	241
2025 Q3	$25K	Hold	295	–	–	0.01%	230
2025 Q2	$27K	Hold	295	–	–	0.01%	215
2025 Q1	$28.9K	Hold	295	–	–	0.02%	208
2024 Q4	$26.9K	Hold	295	–	–	0.01%	221
2024 Q3	$28.8K	Hold	295	–	–	0.02%	219
2024 Q2	$23K	Hold	295	–	–	0.01%	216
2024 Q1	$27K	Hold	295	–	–	0.02%	227
2023 Q4	$28.3K	Hold	295	–	–	0.02%	218
2023 Q3	$26.9K	Hold	295	–	–	0.02%	212
2023 Q2	$29.2K	Hold	295	–	–	0.02%	213
2023 Q1	$30.7K	Hold	295	–	–	0.02%	215
2022 Q4	$29.3K	Hold	295	–	–	0.02%	215
2022 Q3	$25K	Hold	295	–	–	0.02%	207
2022 Q2	$23K	Hold	295	–	–	0.02%	216
2022 Q1	$27K	Hold	295	–	–	0.02%	223
2021 Q4	$35K	Hold	295	–	–	0.02%	213
2021 Q3	$33K	Hold	295	–	–	0.02%	213
2021 Q2	$33K	Hold	295	–	–	0.02%	217
2021 Q1	$32K	Hold	295	–	–	0.02%	214
2020 Q4	$32K	Hold	295	–	–	0.02%	205
2020 Q3	$25K	Hold	295	–	–	0.02%	208
2020 Q2	$22K	Hold	295	–	–	0.02%	215
2020 Q1	$19K	Buy	+295	New	+$23.9K	0.02%	203

Other funds holding SBUX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Legacy Bridge's SBUX Position: Q3 2026 in Review

Legacy Bridge held its Starbucks (SBUX) position steady in Q3 2026 at 295 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #238.

Legacy Bridge first reported a position in SBUX in Q1 2020 and has held it in 27 quarters since. The position peaked at $35K in Q4 2021. 1,406 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Legacy Bridge held 295 shares of Starbucks worth $27.7K as of Q3 2026.
Legacy Bridge left its Starbucks share count unchanged in Q3 2026.
Starbucks made up 0.01% of Legacy Bridge's portfolio in Q3 2026, its #238 holding.
Legacy Bridge first reported a position in Starbucks in Q1 2020 and has held it in 27 quarters since.
Legacy Bridge's Starbucks position peaked at $35K in Q4 2021.
1,406 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.