LPT
SBUX icon

Legacy Private Trust’s Starbucks SBUX Stock Holding History

Legacy Private Trust’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 		$770K Buy
7,531
+3,762
+100% +$379K 0.04% 181
2026
Q1 		$338K Buy
+3,769
New +$357K 0.02% 222
2022
Q2 		– Sell
-5,731
Closed -$521K – 240
2022
Q1 		$521K Sell
5,731
-4,570
-44% -$431K 0.04% 187
2021
Q4 		$1.21M Buy
10,301
+3,261
+46% +$368K 0.09% 137
2021
Q3 		$777K Buy
+7,040
New +$824K 0.06% 163
2014
Q2 		– Sell
-5,926
Closed -$217K – 264
2014
Q1 		$217K Sell
5,926
-14
-0.2% -$518 0.04% 195
2013
Q4 		$233K Sell
5,940
-812
-12% -$32.1K 0.04% 183
2013
Q3 		$260K Sell
6,752
-4
-0.1% -$144 0.06% 169
2013
Q2 		$221K Buy
+6,756
New +$210K 0.05% 169

Other funds holding SBUX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Private Trust's SBUX Position: Q2 2026 in Review

Legacy Private Trust increased its Starbucks (SBUX) stake by 100% in Q2 2026, buying an estimated $379K and bringing the position to 7,531 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #181.

Legacy Private Trust first reported a position in SBUX in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.21M in Q4 2021. 2,387 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Legacy Private Trust held 7,531 shares of Starbucks worth $770K as of Q2 2026.
  • Legacy Private Trust bought 3,762 Starbucks shares in Q2 2026, an estimated $379K.
  • Starbucks made up 0.04% of Legacy Private Trust's portfolio in Q2 2026, its #181 holding.
  • Legacy Private Trust first reported a position in Starbucks in Q2 2013 and has held it in 9 quarters since.
  • Legacy Private Trust's Starbucks position peaked at $1.21M in Q4 2021.
  • 2,387 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.