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Meridian Wealth Partners’s Starbucks SBUX Stock Holding History

Meridian Wealth Partners’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 		$242K Buy
+2,363
New +$238K 0.03% 105
2024
Q2 		– Sell
-2,272
Closed -$208K – 110
2024
Q1 		$208K Buy
2,272
+2
+0.1% +$186 0.04% 99
2023
Q4 		$218K Sell
2,270
-52
-2% -$5.06K 0.04% 93
2023
Q3 		$212K Buy
2,322
+23
+1% +$2.26K 0.04% 91
2023
Q2 		$228K Buy
2,299
+6
+0.3% +$623 0.05% 84
2023
Q1 		$239K Buy
2,293
+63
+3% +$6.56K 0.05% 82
2022
Q4 		$221K Sell
2,230
-622
-22% -$58.7K 0.05% 83
2022
Q3 		$241K Buy
2,852
+65
+2% +$5.52K 0.06% 70
2022
Q2 		$213K Buy
2,787
+553
+25% +$42.5K 0.05% 76
2022
Q1 		$204K Sell
2,234
-505
-18% -$47.7K 0.04% 82
2021
Q4 		$321K Buy
2,739
+13
+0.5% +$1.47K 0.06% 59
2021
Q3 		$301K Buy
2,726
+21
+0.8% +$2.46K 0.07% 57
2021
Q2 		$303K Buy
2,705
+26
+1% +$2.94K 0.07% 56
2021
Q1 		$293K Sell
2,679
-225
-8% -$23.6K 0.09% 55
2020
Q4 		$310K Buy
2,904
+1
+0% +$95 0.13% 46
2020
Q3 		$249K Buy
2,903
+28
+1% +$2.23K 0.13% 52
2020
Q2 		$212K Buy
2,875
+7
+0.2% +$526 0.11% 54
2020
Q1 		$189K Buy
2,868
+361
+14% +$29.2K 0.11% 57
2019
Q4 		$220K Buy
+2,507
New +$214K 0.14% 55

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

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

Meridian Wealth Partners opened a new position in Starbucks (SBUX) in Q2 2026: 2,363 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #105 among its holdings. This is a return to the name: Meridian Wealth Partners previously reported a position in SBUX as recently as Q1 2024.

Meridian Wealth Partners first reported a position in SBUX in Q4 2019 and has held it in 19 quarters since. The position peaked at $321K in Q4 2021. 2,404 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Meridian Wealth Partners held 2,363 shares of Starbucks worth $242K as of Q2 2026.
  • Starbucks was a new Meridian Wealth Partners position in Q2 2026.
  • Starbucks made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Meridian Wealth Partners first reported a position in Starbucks in Q4 2019 and has held it in 19 quarters since.
  • Meridian Wealth Partners's Starbucks position peaked at $321K in Q4 2021.
  • 2,404 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.