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Weatherly Asset Management Trims Starbucks Stake
Investment firm reduces holdings in coffee giant by 7% in Q4 2025
Apr. 2, 2026 at 11:40am
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Weatherly Asset Management L.P., an institutional investor, reduced its position in Starbucks Corporation (NASDAQ:SBUX) by 7.0% in the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 82,669 shares of the coffee company's stock, valued at $6.96 million as of the end of the quarter.
Why it matters
Weatherly Asset Management's move to trim its Starbucks holdings provides insight into how some institutional investors are viewing the coffee giant's stock and performance. Starbucks has faced challenges in recent years, including the impact of the pandemic, but remains one of the most prominent consumer brands globally.
The details
According to the 13F filing, Weatherly Asset Management sold 6,203 Starbucks shares during the fourth quarter of 2025. The firm now owns a total of 82,669 shares, down from 88,872 shares held at the end of the previous quarter. Starbucks' stock price has fluctuated in the past year, trading between $75.50 and $104.82 per share.
- Weatherly Asset Management filed its 13F report for the fourth quarter of 2025 on April 2, 2026.
- The firm reduced its Starbucks holdings during the three-month period ending December 31, 2025.
The players
Weatherly Asset Management L.P.
An institutional investment firm that manages a portfolio of stocks, including a position in Starbucks Corporation.
Starbucks Corporation
A global coffeehouse chain and roaster that operates, licenses, and franchises coffee shops and related retail businesses.
The takeaway
Weatherly Asset Management's decision to trim its Starbucks stake reflects the broader challenges facing the coffee giant, as it navigates a shifting consumer landscape and economic conditions. However, Starbucks remains a prominent brand with a significant institutional investor following.
