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Jefferies Financial Group’s Starbucks SBUX Stock Holding History

Jefferies Financial Group’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
Q1 		$3.72M Sell
41,576
-52,684
-56% -$4.98M 0.03% 411
2025
Q4 		$7.94M Buy
94,260
+53,194
+130% +$4.49M 0.04% 381
2025
Q3 		$3.47M Sell
41,066
-23,979
-37% -$2.15M 0.02% 463
2025
Q2 		$5.96M Buy
65,045
+61,693
+1,840% +$5.35M 0.05% 257
2025
Q1 		$329K Sell
3,352
-33,260
-91% -$3.44M ﹤0.01% 1201
2024
Q4 		$3.34M Buy
36,612
+8,500
+30% +$822K 0.02% 491
2024
Q3 		$2.74M Sell
28,112
-102,576
-78% -$8.8M 0.02% 487
2024
Q2 		$10.2M Buy
130,688
+92,235
+240% +$7.51M 0.11% 154
2024
Q1 		$3.51M Buy
38,453
+19,819
+106% +$1.84M 0.03% 400
2023
Q4 		$1.79M Sell
18,634
-25,421
-58% -$2.47M 0.01% 757
2023
Q3 		$4.02M Buy
44,055
+32,431
+279% +$3.18M 0.04% 398
2023
Q2 		$1.15M Sell
11,624
-67,807
-85% -$7.04M 0.01% 862
2023
Q1 		$8.27M Buy
79,431
+36,224
+84% +$3.77M 0.07% 253
2022
Q4 		$4.29M Buy
+43,207
New +$4.08M 0.03% 443

Other funds holding SBUX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's SBUX Position: Q1 2026 in Review

Jefferies Financial Group reduced its Starbucks (SBUX) stake by 56% in Q1 2026, selling an estimated $4.98M and leaving 41,576 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #411.

Jefferies Financial Group first reported a position in SBUX in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q2 2024. 2,337 funds tracked by Wall St. Rank hold SBUX as of Q1 2026.

  • Jefferies Financial Group held 41,576 shares of Starbucks worth $3.72M as of Q1 2026.
  • Jefferies Financial Group sold 52,684 Starbucks shares in Q1 2026, an estimated $4.98M.
  • Starbucks made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #411 holding.
  • Jefferies Financial Group first reported a position in Starbucks in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Starbucks position peaked at $10.2M in Q2 2024.
  • 2,337 funds tracked by Wall St. Rank held Starbucks as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.