Meadowbrook Wealth Management
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Meadowbrook Wealth Management’s Starbucks SBUX Stock Holding History

Meadowbrook Wealth Management’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 		– Sell
-5,675
Closed -$587K – 88
2026
Q2 		$587K Buy
+5,675
New +$572K 0.63% 34

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Meadowbrook Wealth Management's SBUX Position: Q3 2026 in Review

Meadowbrook Wealth Management sold out of Starbucks (SBUX) in Q3 2026, closing a stake of 5,675 shares — an estimated $587K sold.

Meadowbrook Wealth Management first reported a position in SBUX in Q2 2026 and held it in 1 quarter. The position peaked at $587K in Q2 2026. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • Meadowbrook Wealth Management reported no remaining Starbucks position as of Q3 2026 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 5,675 Starbucks shares in Q3 2026, an estimated $587K.
  • Meadowbrook Wealth Management first reported a position in Starbucks in Q2 2026 and held it in 1 quarter.
  • Meadowbrook Wealth Management's Starbucks position peaked at $587K in Q2 2026.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.