UBS Group
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UBS Group’s Coffee Holding Co JVA Stock Holding History

UBS Group’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.37K Buy
1,735
+235
+16% +$836 ﹤0.01% 8592
2025
Q4 		$5.82K Sell
1,500
-2
-0.1% -$8 ﹤0.01% 8625
2025
Q3 		$6.86K Sell
1,502
-385
-20% -$1.69K ﹤0.01% 8760
2025
Q2 		$8.17K Buy
1,887
+1,087
+136% +$4.01K ﹤0.01% 8972
2025
Q1 		$2.84K Sell
800
-9,764
-92% -$48K ﹤0.01% 9273
2024
Q4 		$36.1K Buy
10,564
+5,294
+100% +$18.2K ﹤0.01% 7502
2024
Q3 		$17K Buy
5,270
+4,145
+368% +$10K ﹤0.01% 7463
2024
Q2 		$2.63K Buy
+1,125
New +$1.72K ﹤0.01% 8322
2024
Q1 		– Sell
-231
Closed -$210 – 9696
2023
Q4 		$210 Buy
+231
New +$185 ﹤0.01% 8806
2023
Q2 		– Sell
-220
Closed -$411 – 9278
2023
Q1 		$411 Sell
220
-1,782
-89% -$3.76K ﹤0.01% 9047
2022
Q4 		$4.08K Buy
2,002
+1,702
+567% +$3.8K ﹤0.01% 9390
2022
Q3 		$1K Sell
300
-1,000
-77% -$2.64K ﹤0.01% 9976
2022
Q2 		$3K Sell
1,300
-3,769
-74% -$11.1K ﹤0.01% 9333
2022
Q1 		$17K Buy
5,069
+2,853
+129% +$11.7K ﹤0.01% 7655
2021
Q4 		$10K Sell
2,216
-363
-14% -$1.63K ﹤0.01% 8782
2021
Q3 		$12K Buy
2,579
+663
+35% +$3.38K ﹤0.01% 7766
2021
Q2 		$10K Sell
1,916
-1,947
-50% -$10.4K ﹤0.01% 8044
2021
Q1 		$19K Buy
3,863
+724
+23% +$3.58K ﹤0.01% 7435
2020
Q4 		$12K Buy
3,139
+1,449
+86% +$5.45K ﹤0.01% 7345
2020
Q3 		$6K Buy
1,690
+1,517
+877% +$4.81K ﹤0.01% 7223
2020
Q2 		$1K Buy
+173
New +$486 ﹤0.01% 7768
2019
Q4 		– Sell
-1,856
Closed -$7K – 8270
2019
Q3 		$7K Buy
+1,856
New +$7.51K ﹤0.01% 7341
2019
Q1 		– Sell
-281
Closed -$1K – 7935
2018
Q4 		$1K Sell
281
-1,494
-84% -$6.25K ﹤0.01% 7898
2018
Q3 		$8K Buy
1,775
+501
+39% +$2.56K ﹤0.01% 7278
2018
Q2 		$7K Sell
1,274
-2,874
-69% -$13.1K ﹤0.01% 7334
2018
Q1 		$18K Buy
4,148
+1,923
+86% +$8.23K ﹤0.01% 6473
2017
Q4 		$9K Buy
2,225
+748
+51% +$3.16K ﹤0.01% 7091
2017
Q3 		$7K Sell
1,477
-1,443
-49% -$6.02K ﹤0.01% 7069
2017
Q2 		$13K Buy
2,920
+263
+10% +$1.23K ﹤0.01% 6602
2017
Q1 		$12K Buy
2,657
+1,039
+64% +$4.84K ﹤0.01% 6506
2016
Q4 		$8K Sell
1,618
-1,231
-43% -$6.29K ﹤0.01% 7037
2016
Q3 		$16K Buy
+2,849
New +$16.2K ﹤0.01% 6470
2016
Q2 		– Sell
-906
Closed -$4K – 7850
2016
Q1 		$4K Buy
+906
New +$3.16K ﹤0.01% 7090
2015
Q3 		– Sell
-902
Closed -$4K – 8517
2015
Q2 		$4K Buy
+902
New +$4.49K ﹤0.01% 7973
2015
Q1 		– Sell
-3,739
Closed -$19K – 9065
2014
Q4 		$19K Buy
+3,739
New +$20.6K ﹤0.01% 7736

Other funds holding JVA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return

UBS Group's JVA Position: Q1 2026 in Review

UBS Group increased its Coffee Holding Co (JVA) stake by 16% in Q1 2026, buying an estimated $836 and bringing the position to 1,735 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #8592.

UBS Group first reported a position in JVA in Q4 2014 and has held it in 35 quarters since. The position peaked at $36.1K in Q4 2024. 31 funds tracked by Wall St. Rank hold JVA as of Q1 2026.

  • UBS Group held 1,735 shares of Coffee Holding Co worth $7.37K as of Q1 2026.
  • UBS Group bought 235 Coffee Holding Co shares in Q1 2026, an estimated $836.
  • Coffee Holding Co made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8592 holding.
  • UBS Group first reported a position in Coffee Holding Co in Q4 2014 and has held it in 35 quarters since.
  • UBS Group's Coffee Holding Co position peaked at $36.1K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Coffee Holding Co as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.