Ceredex Value Advisors Boosts Starbucks Holdings

Investment firm increases stake in coffee giant by 7.7% in Q3 2025

Published on Mar. 10, 2026

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Ceredex Value Advisors LLC, an investment management firm, increased its stake in Starbucks Corporation (NASDAQ:SBUX) by 7.7% in the third quarter of 2025, according to a recent SEC filing. The firm now owns 595,790 shares of the coffee company's stock, valued at $50.4 million and representing 0.05% of Starbucks' outstanding shares.

Why it matters

Starbucks is one of the world's most recognizable brands and a bellwether for the coffee and specialty beverage industry. Institutional investors closely watch changes in major shareholders' positions, as they can signal broader market sentiment and future growth prospects for the company.

The details

Ceredex Value Advisors, which manages over $20 billion in assets, added 42,454 Starbucks shares to its portfolio during the third quarter. The firm now holds a 1.2% stake in the coffee giant, making it Starbucks' 18th largest institutional investor. Ceredex's increased position comes as Starbucks shares have risen over 15% year-to-date, outperforming the broader market.

  • Ceredex Value Advisors filed its Q3 2025 holdings with the SEC on March 10, 2026.

The players

Ceredex Value Advisors LLC

An investment management firm that oversees over $20 billion in assets, including a 0.05% stake in Starbucks Corporation.

Starbucks Corporation

A global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses.

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The takeaway

Ceredex Value Advisors' increased position in Starbucks signals continued institutional confidence in the coffee company's growth prospects, even as the broader market faces economic headwinds. As a major shareholder, Ceredex's investment decisions will be closely watched by analysts and investors alike.