Meridian Wealth Management’s Starbucks SBUX Stock Holding History
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 | $295K | 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
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. 2,404 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.
- 2,404 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.