JVL Associates
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JVL Associates’s Starbucks SBUX Stock Holding History

JVL Associates’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 		$259K Sell
2,758
-86
-3% -$8.87K 0.07% 68
2026
Q2 		$291K Sell
2,844
-4
-0.1% -$403 0.08% 61
2026
Q1 		$255K Sell
2,848
-25
-0.9% -$2.36K 0.09% 57
2025
Q4 		$242K Buy
2,873
+19
+0.7% +$1.6K 0.08% 57
2025
Q3 		$241K Sell
2,854
-7
-0.2% -$627 0.08% 59
2025
Q2 		$262K Buy
2,861
+36
+1% +$3.12K 0.09% 53
2025
Q1 		$277K Buy
2,825
+16
+0.6% +$1.65K 0.11% 49
2024
Q4 		$256K Sell
2,809
-10
-0.4% -$967 0.1% 47
2024
Q3 		$275K Buy
2,819
+7
+0.2% +$601 0.11% 49
2024
Q2 		$219K Sell
2,812
-464
-14% -$37.8K 0.09% 49
2024
Q1 		$299K Buy
+3,276
New +$305K 0.12% 44

Other funds holding SBUX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JVL Associates's SBUX Position: Q3 2026 in Review

JVL Associates reduced its Starbucks (SBUX) stake by 3% in Q3 2026, selling an estimated $8.87K and leaving 2,758 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #68.

JVL Associates first reported a position in SBUX in Q1 2024 and has held it in 11 quarters since. The position peaked at $299K in Q1 2024. 1,395 funds tracked by Wall St. Rank hold SBUX as of Q3 2026.

  • JVL Associates held 2,758 shares of Starbucks worth $259K as of Q3 2026.
  • JVL Associates sold 86 Starbucks shares in Q3 2026, an estimated $8.87K.
  • Starbucks made up 0.07% of JVL Associates's portfolio in Q3 2026, its #68 holding.
  • JVL Associates first reported a position in Starbucks in Q1 2024 and has held it in 11 quarters since.
  • JVL Associates's Starbucks position peaked at $299K in Q1 2024.
  • 1,395 funds tracked by Wall St. Rank held Starbucks as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.