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 Q2	$373K	Buy	3,649 +492	+16%	+$49.5K	0.07%	260
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 Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Capital Wealth Partners's SBUX Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Starbucks (SBUX) stake by 16% in Q2 2026, buying an estimated $49.5K and bringing the position to 3,649 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #260.

Legacy Capital Wealth Partners first reported a position in SBUX in Q1 2023 and has held it in 11 quarters since. The position peaked at $392K in Q3 2025. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

Legacy Capital Wealth Partners held 3,649 shares of Starbucks worth $373K as of Q2 2026.
Legacy Capital Wealth Partners bought 492 Starbucks shares in Q2 2026, an estimated $49.5K.
Starbucks made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #260 holding.
Legacy Capital Wealth Partners first reported a position in Starbucks in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Starbucks position peaked at $392K in Q3 2025.
2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.