Starbucks Investor Boosts Stake by 225%

KMG Fiduciary Partners LLC increases holdings in coffee giant to $2.51 million

Mar. 28, 2026 at 10:42am

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KMG Fiduciary Partners LLC raised its stake in Starbucks Corporation (NASDAQ:SBUX) by 225% in the fourth quarter, according to a recent 13F filing with the Securities & Exchange Commission. The firm now owns 29,803 shares of the coffee company's stock worth $2,510,000.

Why it matters

This significant increase in KMG's Starbucks holdings signals the firm's confidence in the coffee giant's long-term growth potential, even as the company faces some near-term headwinds. Starbucks' stock has been volatile in recent months, making strategic investments like this noteworthy.

The details

According to the 13F filing, KMG Fiduciary Partners purchased an additional 20,634 shares of Starbucks during the fourth quarter, bringing its total position to 29,803 shares. This represents a 225% increase in the firm's Starbucks holdings compared to the prior quarter. KMG is an institutional investor that manages over $2.5 billion in assets.

  • KMG Fiduciary Partners filed the 13F report disclosing the Starbucks stake increase on March 28, 2026.
  • The 225% increase in Starbucks shares occurred during the fourth quarter of 2025.

The players

KMG Fiduciary Partners LLC

An institutional investment firm that manages over $2.5 billion in assets.

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

This significant increase in KMG's Starbucks holdings suggests the investment firm sees long-term value in the coffee company, even as it navigates near-term challenges. The move underscores the continued appeal of Starbucks as a core holding for institutional investors focused on the consumer discretionary sector.