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 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Trust's SBUX Position: Q1 2026 in Review

Legacy Trust reduced its Starbucks (SBUX) stake by 1.5% in Q1 2026, selling an estimated $26.2K and leaving 18,524 shares worth $1.66M. The position accounts for 0.32% of the portfolio, ranked #62.

Legacy Trust first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q1 2023. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

Legacy Trust held 18,524 shares of Starbucks worth $1.66M as of Q1 2026.
Legacy Trust sold 277 Starbucks shares in Q1 2026, an estimated $26.2K.
Starbucks made up 0.32% of Legacy Trust's portfolio in Q1 2026, its #62 holding.
Legacy Trust first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Starbucks position peaked at $1.91M in Q1 2023.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.