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 Q3	$106K	Buy	+1,131	New	+$117K	0.05%	177
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Meriwether Wealth & Planning's SBUX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Starbucks (SBUX) in Q3 2026: 1,131 shares worth $106K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in SBUX as recently as Q1 2026.

Meriwether Wealth & Planning first reported a position in SBUX in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q1 2025. 687 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

Meriwether Wealth & Planning held 1,131 shares of Starbucks worth $106K as of Q3 2026.
Starbucks was a new Meriwether Wealth & Planning position in Q3 2026.
Starbucks made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #177 holding.
Meriwether Wealth & Planning first reported a position in Starbucks in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Starbucks position peaked at $462K in Q1 2025.
687 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.