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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
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

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BlackRock
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VCM
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State Street
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VPM
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return