Legacy Capital Wealth Partners’s Starbucks SBUX Stock Holding History

Legacy Capital Wealth Partners’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	$283K	Sell	3,157 -209	-6%	-$19.8K	0.06%	308
2025 Q4	$283K	Sell	3,366 -1,270	-27%	-$107K	0.06%	310
2025 Q3	$392K	Buy	4,636 +512	+12%	+$45.8K	0.09%	254
2025 Q2	$378K	Buy	4,124 +1,066	+35%	+$92.4K	0.09%	259
2025 Q1	$300K	Buy	3,058 +72	+2%	+$7.44K	0.07%	277
2024 Q4	$273K	Buy	2,986 +245	+9%	+$23.7K	0.07%	288
2024 Q3	$267K	Buy	+2,741	New	+$235K	0.05%	290
2024 Q1	–	Sell	-2,873	Closed	-$276K	–	294
2023 Q4	$276K	Buy	2,873 +175	+6%	+$17K	0.08%	230
2023 Q3	$246K	Buy	+2,698	New	+$265K	0.07%	236
2023 Q2	–	Sell	-2,559	Closed	-$266K	–	196
2023 Q1	$266K	Buy	+2,559	New	+$266K	0.07%	206

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Wealth Partners's SBUX Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Starbucks (SBUX) stake by 6.2% in Q1 2026, selling an estimated $19.8K and leaving 3,157 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #308.

Legacy Capital Wealth Partners first reported a position in SBUX in Q1 2023 and has held it in 10 quarters since. The position peaked at $392K in Q3 2025. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Legacy Capital Wealth Partners held 3,157 shares of Starbucks worth $283K as of Q1 2026.
Legacy Capital Wealth Partners sold 209 Starbucks shares in Q1 2026, an estimated $19.8K.
Starbucks made up 0.06% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #308 holding.
Legacy Capital Wealth Partners first reported a position in Starbucks in Q1 2023 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's Starbucks position peaked at $392K in Q3 2025.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.