Goodman Financial Boosts Starbucks Stake by $8.81 Million

Investment firm adds over 100,000 shares of coffee giant in Q4

Mar. 23, 2026 at 10:38am

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Goodman Financial Corp acquired a new position in Starbucks Corporation (NASDAQ:SBUX) during the fourth quarter, according to a recent SEC filing. The fund purchased 104,627 shares of the coffee company's stock, valued at approximately $8,811,000. This represents a 1.7% stake in Starbucks for Goodman Financial.

Why it matters

Starbucks is one of the most widely held and closely watched stocks in the consumer discretionary sector. Institutional investors like Goodman Financial closely monitor the company's performance and outlook, and their trading activity can provide insights into broader market sentiment around the stock.

The details

Goodman Financial's new position in Starbucks was disclosed in the firm's latest 13F filing with the SEC. The filing shows the investment firm added the Starbucks shares during the fourth quarter of 2025. Starbucks makes up 1.7% of Goodman Financial's overall portfolio, making it the 27th largest holding.

  • Goodman Financial acquired the Starbucks shares during the fourth quarter of 2025.

The players

Goodman Financial Corp

An investment management firm that acquired a new position in Starbucks Corporation in the fourth quarter of 2025.

Starbucks Corporation

A global coffee company and coffeehouse chain founded in Seattle, Washington in 1971.

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The takeaway

Goodman Financial's investment in Starbucks reflects the coffee giant's continued appeal to institutional investors, despite some recent volatility in the stock. The size of the new position suggests Goodman sees further upside potential in Starbucks shares going forward.