Cerity Partners
WEST icon

Cerity Partners’s Westrock Coffee WEST Stock Holding History

Cerity Partners’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
Q2 		$181K Buy
+22,273
New +$160K ﹤0.01% 3077
2024
Q4 		– Sell
-10,442
Closed -$67.9K – 2614
2024
Q3 		$67.9K Buy
10,442
+364
+4% +$3.2K ﹤0.01% 2464
2024
Q2 		$103K Sell
10,078
-1,502
-13% -$15.4K ﹤0.01% 2107
2024
Q1 		$119K Buy
11,580
+405
+4% +$4.09K ﹤0.01% 2183
2023
Q4 		$114K Buy
+11,175
New +$100K ﹤0.01% 1775

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Cerity Partners's WEST Position: Q2 2026 in Review

Cerity Partners opened a new position in Westrock Coffee (WEST) in Q2 2026: 22,273 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #3077 among its holdings. This is a return to the name: Cerity Partners previously reported a position in WEST as recently as Q3 2024.

Cerity Partners first reported a position in WEST in Q4 2023 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Cerity Partners held 22,273 shares of Westrock Coffee worth $181K as of Q2 2026.
  • Westrock Coffee was a new Cerity Partners position in Q2 2026.
  • Westrock Coffee made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3077 holding.
  • Cerity Partners first reported a position in Westrock Coffee in Q4 2023 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.