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Legacy Capital Group California’s Starbucks SBUX Stock Holding History

Legacy Capital Group California’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 		$299K Sell
3,334
-2,625
-44% -$248K 0.11% 238
2025
Q4 		$502K Buy
5,959
+7
+0.1% +$590 0.12% 211
2025
Q3 		$504K Buy
5,952
+291
+5% +$26K 0.13% 205
2025
Q2 		$519K Buy
5,661
+101
+2% +$8.75K 0.14% 177
2025
Q1 		$545K Buy
5,560
+338
+6% +$34.9K 0.19% 153
2024
Q4 		$477K Buy
5,222
+350
+7% +$33.9K 0.15% 185
2024
Q3 		$475K Buy
4,872
+607
+14% +$52.1K 0.16% 178
2024
Q2 		$332K Buy
4,265
+1,244
+41% +$101K 0.12% 212
2024
Q1 		$276K Buy
3,021
+193
+7% +$18K 0.1% 241
2023
Q4 		$272K Buy
2,828
+308
+12% +$30K 0.11% 233
2023
Q3 		$230K Buy
2,520
+287
+13% +$28.2K 0.1% 243
2023
Q2 		$221K Buy
+2,233
New +$232K 0.09% 244

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

Legacy Capital Group California's SBUX Position: Q1 2026 in Review

Legacy Capital Group California reduced its Starbucks (SBUX) stake by 44% in Q1 2026, selling an estimated $248K and leaving 3,334 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #238.

Legacy Capital Group California first reported a position in SBUX in Q2 2023 and has held it in 12 quarters since. The position peaked at $545K in Q1 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Legacy Capital Group California held 3,334 shares of Starbucks worth $299K as of Q1 2026.
  • Legacy Capital Group California sold 2,625 Starbucks shares in Q1 2026, an estimated $248K.
  • Starbucks made up 0.11% of Legacy Capital Group California's portfolio in Q1 2026, its #238 holding.
  • Legacy Capital Group California first reported a position in Starbucks in Q2 2023 and has held it in 12 quarters since.
  • Legacy Capital Group California's Starbucks position peaked at $545K in Q1 2025.
  • 2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.