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
2025 Q4	–	Sell	-7,400	Closed	-$626K	–	2049
2025 Q3	$626K	Buy	+7,400	New	+$662K	﹤0.01%	1011
2024 Q3	–	Sell	-20,600	Closed	-$1.6M	–	1729
2024 Q2	$1.6M	Buy	+20,600	New	+$1.68M	0.02%	600
2024 Q1	–	Sell	-150,000	Closed	-$14.4M	–	1981
2023 Q4	$14.4M	Hold	150,000	–	–	0.09%	158
2023 Q3	$13.7M	Hold	150,000	–	–	0.12%	126
2023 Q2	$14.9M	Hold	150,000	–	–	0.13%	139
2023 Q1	$15.6M	Hold	150,000	–	–	0.13%	135
2022 Q4	$14.9M	Buy	+150,000	New	+$14.2M	0.1%	158

Other funds holding SBUX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 2,331 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.
2,331 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.