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Meridian Wealth Management’s Starbucks SBUX Stock Holding History

Meridian 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
Q2 		$1.8M Buy
17,584
+1,529
+10% +$154K 0.06% 275
2026
Q1 		$1.44M Buy
16,055
+453
+3% +$42.9K 0.05% 286
2025
Q4 		$1.31M Buy
15,602
+204
+1% +$17.2K 0.05% 293
2025
Q3 		$1.3M Sell
15,398
-3,338
-18% -$299K 0.05% 280
2025
Q2 		$1.72M Buy
18,736
+482
+3% +$41.8K 0.07% 224
2025
Q1 		$1.79M Buy
18,254
+7,000
+62% +$724K 0.09% 196
2024
Q4 		$1.03M Buy
11,254
+20
+0.2% +$1.94K 0.05% 288
2024
Q3 		$1.1M Buy
+11,234
New +$964K 0.05% 270
2024
Q1 		– Sell
-14,932
Closed -$1.43M – 445
2023
Q4 		$1.43M Buy
14,932
+3,156
+27% +$307K 0.09% 211
2023
Q3 		$1.07M Sell
11,776
-2,617
-18% -$257K 0.07% 223
2023
Q2 		$1.43M Sell
14,393
-413
-3% -$42.9K 0.12% 155
2023
Q1 		$1.54M Buy
14,806
+413
+3% +$43K 0.13% 154
2022
Q4 		$1.43M Buy
14,393
+136
+1% +$12.8K 0.14% 145
2022
Q3 		$1.2M Sell
14,257
-305
-2% -$25.9K 0.13% 165
2022
Q2 		$1.11M Buy
14,562
+473
+3% +$36.3K 0.09% 235
2022
Q1 		$1.28M Sell
14,089
-639
-4% -$60.3K 0.14% 135
2021
Q4 		$1.72M Buy
14,728
+911
+7% +$103K 0.18% 104
2021
Q3 		$1.52M Sell
13,817
-108
-0.8% -$12.6K 0.19% 106
2021
Q2 		$1.56M Buy
13,925
+2,463
+21% +$278K 0.2% 99
2021
Q1 		$1.25M Buy
11,462
+2,013
+21% +$211K 0.18% 106
2020
Q4 		$1.01M Buy
9,449
+6,343
+204% +$606K 0.16% 117
2020
Q3 		$267K Buy
+3,106
New +$248K 0.07% 201
2020
Q1 		– Sell
-5,234
Closed -$460K – 244
2019
Q4 		$460K Buy
5,234
+1,212
+30% +$103K 0.22% 93
2019
Q3 		$356K Buy
4,022
+500
+14% +$46.4K 0.17% 127
2019
Q2 		$2.95K Buy
+3,522
New +$276K 0.12% 148
2017
Q3 		– Sell
-4,875
Closed -$284K – 175
2017
Q2 		$284K Sell
4,875
-348
-7% -$21K 0.18% 125
2017
Q1 		$305K Sell
5,223
-897
-15% -$50.8K 0.18% 122
2016
Q4 		$340K Buy
+6,120
New +$339K 0.27% 80

Other funds holding SBUX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Meridian Wealth Management's SBUX Position: Q2 2026 in Review

Meridian Wealth Management increased its Starbucks (SBUX) stake by 9.5% in Q2 2026, buying an estimated $154K and bringing the position to 17,584 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #275.

Meridian Wealth Management first reported a position in SBUX in Q4 2016 and has held it in 28 quarters since. 1,550 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Meridian Wealth Management held 17,584 shares of Starbucks worth $1.8M as of Q2 2026.
  • Meridian Wealth Management bought 1,529 Starbucks shares in Q2 2026, an estimated $154K.
  • Starbucks made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Meridian Wealth Management first reported a position in Starbucks in Q4 2016 and has held it in 28 quarters since.
  • 1,550 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.