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Meriwether Wealth & Planning’s Starbucks SBUX Stock Holding History

Meriwether Wealth & Planning’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 		– Sell
-3,122
Closed -$280K – 130
2026
Q1 		$280K Sell
3,122
-112
-3% -$10.6K 0.15% 92
2025
Q4 		$272K Sell
3,234
-673
-17% -$56.8K 0.15% 91
2025
Q3 		$331K Sell
3,907
-384
-9% -$34.4K 0.19% 81
2025
Q2 		$393K Sell
4,291
-419
-9% -$36.3K 0.25% 72
2025
Q1 		$462K Buy
4,710
+201
+4% +$20.8K 0.3% 64
2024
Q4 		$411K Buy
+4,509
New +$436K 0.29% 66

Other funds holding SBUX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Meriwether Wealth & Planning's SBUX Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of Starbucks (SBUX) in Q2 2026, closing a stake of 3,122 shares — an estimated $280K sold.

Meriwether Wealth & Planning first reported a position in SBUX in Q4 2024 and held it in 6 quarters. The position peaked at $462K in Q1 2025. 410 funds tracked by Wall St. Rank hold SBUX as of Q2 2026.

  • Meriwether Wealth & Planning reported no remaining Starbucks position as of Q2 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 3,122 Starbucks shares in Q2 2026, an estimated $280K.
  • Meriwether Wealth & Planning first reported a position in Starbucks in Q4 2024 and held it in 6 quarters.
  • Meriwether Wealth & Planning's Starbucks position peaked at $462K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Starbucks as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.