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Meramec Financial Planners’s Starbucks SBUX Stock Holding History

Meramec Financial Planners’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 		$56.3K Sell
543
-55
-9% -$5.54K 0.02% 209
2026
Q1 		$59.2K Hold
598
– – 0.02% 191
2025
Q4 		$59.5K Buy
+598
New +$50.4K 0.02% 194

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

Meramec Financial Planners's SBUX Position: Q2 2026 in Review

Meramec Financial Planners reduced its Starbucks (SBUX) stake by 9.2% in Q2 2026, selling an estimated $5.54K and leaving 543 shares worth $56.3K. The position accounts for 0.02% of the portfolio, ranked #209.

Meramec Financial Planners first reported a position in SBUX in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.5K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Meramec Financial Planners held 543 shares of Starbucks worth $56.3K as of Q2 2026.
  • Meramec Financial Planners sold 55 Starbucks shares in Q2 2026, an estimated $5.54K.
  • Starbucks made up 0.02% of Meramec Financial Planners's portfolio in Q2 2026, its #209 holding.
  • Meramec Financial Planners first reported a position in Starbucks in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Starbucks position peaked at $59.5K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.