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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's SBUX Position: Q2 2024 in Review

Meridian Wealth Partners sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,272 shares — an estimated $208K sold.

Meridian Wealth Partners first reported a position in SBUX in Q4 2019 and held it in 18 quarters. The position peaked at $321K in Q4 2021. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

  • Meridian Wealth Partners reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
  • Meridian Wealth Partners sold 2,272 Starbucks shares in Q2 2024, an estimated $208K.
  • Meridian Wealth Partners first reported a position in Starbucks in Q4 2019 and held it in 18 quarters.
  • Meridian Wealth Partners's Starbucks position peaked at $321K in Q4 2021.
  • 2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Meridian Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.