Position in SBUX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,796,908
+$358,541 QoQ
Shares Held
17,584
+9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#820
of 2,381 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Meridian Wealth Management, LLC holds $7,865,350 across 6 Restaurants names. SBUX ranks #3 (22.8% of the industry book) .
All Filings in SBUX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,908 | 17,584 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,438,367 | 16,055 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,313,844 | 15,602 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,302,670 | 15,398 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,716,779 | 18,736 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,790,534 | 18,254 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,026,927 | 11,254 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,095,202 | 11,234 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $1,433,621 | 14,932 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,074,795 | 11,776 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,425,770 | 14,393 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,541,748 | 14,806 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,427,785 | 14,393 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,201,294 | 14,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,112,391 | 14,562 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,281,676 | 14,089 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,722,734 | 14,728 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,524,153 | 13,817 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,556,954 | 13,925 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,252,452 | 11,462 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,010,854 | 9,449 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $266,867 | 3,106 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||