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 Q3	$709K	Buy	7,551 +20	+0.3%	+$2.06K	0.04%	186
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Legacy Private Trust's SBUX Position: Q3 2026 in Review

Legacy Private Trust increased its Starbucks (SBUX) stake by 0.27% in Q3 2026, buying an estimated $2.06K and bringing the position to 7,551 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #186.

Legacy Private Trust first reported a position in SBUX in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2021. 199 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Legacy Private Trust held 7,551 shares of Starbucks worth $709K as of Q3 2026.
Legacy Private Trust bought 20 Starbucks shares in Q3 2026, an estimated $2.06K.
Starbucks made up 0.04% of Legacy Private Trust's portfolio in Q3 2026, its #186 holding.
Legacy Private Trust first reported a position in Starbucks in Q2 2013 and has held it in 10 quarters since.
Legacy Private Trust's Starbucks position peaked at $1.21M in Q4 2021.
199 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.