Neo Ivy Capital Trims Starbucks Stake

Investment firm reduces holdings in coffee giant by 88.5% in Q3

Published on Mar. 9, 2026

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Neo Ivy Capital Management has reduced its stake in Starbucks Corporation (NASDAQ:SBUX) by 88.5% in the third quarter, according to a recent SEC filing. The investment firm now owns 2,360 shares of the coffee company's stock, down from 20,566 shares previously.

Why it matters

Starbucks is one of the world's most recognizable brands, with a global footprint and loyal customer base. Changes in institutional ownership can provide insights into how the investment community views the company's prospects.

The details

According to the SEC filing, Neo Ivy Capital Management sold 18,206 shares of Starbucks stock during the third quarter. The firm's holdings in Starbucks are now valued at $200,000, down from $1.8 million at the end of the prior quarter.

  • Neo Ivy Capital Management filed the 13F report disclosing the stake reduction on March 9, 2026.
  • The changes occurred during the third quarter of 2025.

The players

Neo Ivy Capital Management

An investment management firm that has reduced its stake in Starbucks Corporation.

Starbucks Corporation

A global coffee company and coffeehouse chain, known for its specialty beverages, food offerings, and retail experience.

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The takeaway

The reduction in Neo Ivy Capital's Starbucks holdings suggests the investment firm may have a more cautious outlook on the coffee giant's near-term prospects, though the reasons behind the move are not entirely clear. Investors will likely continue to monitor institutional ownership changes as a potential indicator of broader sentiment around Starbucks.