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Legacy Trust’s Starbucks SBUX Stock Holding History

Legacy 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 		$1.82M Sell
17,777
-747
-4% -$75.2K 0.32% 65
2026
Q1 		$1.66M Sell
18,524
-277
-1% -$26.2K 0.32% 62
2025
Q4 		$1.58M Buy
18,801
+1,060
+6% +$89.4K 0.3% 64
2025
Q3 		$1.5M Buy
17,741
+3,920
+28% +$351K 0.3% 65
2025
Q2 		$1.27M Hold
13,821
– – 0.31% 65
2025
Q1 		$1.36M Sell
13,821
-405
-3% -$41.9K 0.33% 66
2024
Q4 		$1.3M Sell
14,226
-558
-4% -$54K 0.3% 67
2024
Q3 		$1.44M Buy
14,784
+513
+4% +$44K 0.33% 67
2024
Q2 		$1.11M Sell
14,271
-214
-1% -$17.4K 0.28% 69
2024
Q1 		$1.32M Sell
14,485
-1,121
-7% -$104K 0.33% 67
2023
Q4 		$1.5M Sell
15,606
-55
-0.4% -$5.35K 0.39% 67
2023
Q3 		$1.43M Sell
15,661
-2,623
-14% -$257K 0.42% 68
2023
Q2 		$1.81M Sell
18,284
-90
-0.5% -$9.34K 0.5% 62
2023
Q1 		$1.91M Sell
18,374
-540
-3% -$56.2K 0.57% 58
2022
Q4 		$1.88M Buy
+18,914
New +$1.78M 0.58% 54

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 Trust's SBUX Position: Q2 2026 in Review

Legacy Trust reduced its Starbucks (SBUX) stake by 4% in Q2 2026, selling an estimated $75.2K and leaving 17,777 shares worth $1.82M. The position accounts for 0.32% of the portfolio, ranked #65.

Legacy Trust first reported a position in SBUX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q1 2023. 2,400 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Legacy Trust held 17,777 shares of Starbucks worth $1.82M as of Q2 2026.
  • Legacy Trust sold 747 Starbucks shares in Q2 2026, an estimated $75.2K.
  • Starbucks made up 0.32% of Legacy Trust's portfolio in Q2 2026, its #65 holding.
  • Legacy Trust first reported a position in Starbucks in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Starbucks position peaked at $1.91M in Q1 2023.
  • 2,400 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.