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Legacy Wealth Management (Idaho)’s Starbucks SBUX Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-15
Closed -$1.34K – 797
2026
Q1 		$1.34K Buy
+15
New +$1.42K ﹤0.01% 831
2024
Q4 		– Sell
-166
Closed -$16.6K – 805
2024
Q3 		$16.6K Buy
+166
New +$14.2K 0.01% 246

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s SBUX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 15 shares — an estimated $1.34K sold.

Legacy Wealth Management (Idaho) first reported a position in SBUX in Q3 2024 and held it in 2 quarters. The position peaked at $16.6K in Q3 2024. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 15 Starbucks shares in Q2 2026, an estimated $1.34K.
  • Legacy Wealth Management (Idaho) first reported a position in Starbucks in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Starbucks position peaked at $16.6K in Q3 2024.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.