Carson Wealth (CWM LLC)
WEST icon

Carson Wealth (CWM LLC)’s Westrock Coffee WEST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.7K Buy
5,096
+3,044
+148% +$13.6K ﹤0.01% 4360
2025
Q4 		$8K Sell
2,052
-1,395
-40% -$6.11K ﹤0.01% 4671
2025
Q3 		$17K Sell
3,447
-579
-14% -$3.48K ﹤0.01% 4234
2025
Q2 		$23K Buy
4,026
+1,415
+54% +$9.13K ﹤0.01% 3832
2025
Q1 		$19K Buy
2,611
+1,584
+154% +$10.4K ﹤0.01% 3729
2024
Q4 		$7K Buy
1,027
+704
+218% +$4.83K ﹤0.01% 4085
2024
Q3 		$2K Buy
323
+97
+43% +$853 ﹤0.01% 4478
2024
Q2 		$2K Buy
226
+121
+115% +$1.24K ﹤0.01% 4275
2024
Q1 		$1K Buy
+105
New +$1.06K ﹤0.01% 4238

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WEST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Westrock Coffee (WEST) stake by 148% in Q1 2026, buying an estimated $13.6K and bringing the position to 5,096 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4360.

Carson Wealth (CWM LLC) first reported a position in WEST in Q1 2024 and has held it in 9 quarters since. The position peaked at $23K in Q2 2025. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,096 shares of Westrock Coffee worth $21.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,044 Westrock Coffee shares in Q1 2026, an estimated $13.6K.
  • Westrock Coffee made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4360 holding.
  • Carson Wealth (CWM LLC) first reported a position in Westrock Coffee in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Westrock Coffee position peaked at $23K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.