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WEST icon

Covestor’s Westrock Coffee WEST Stock Holding History

Covestor’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 		$0 Buy
44
+22
+100% +$158 ﹤0.01% 2878
2026
Q1 		$0 Buy
22
+12
+120% +$54 ﹤0.01% 2823
2025
Q4 		$0 Hold
10
– – ﹤0.01% 2789
2025
Q3 		$0 Hold
10
– – ﹤0.01% 2832
2025
Q2 		$0 Sell
10
-1
-9% -$6 ﹤0.01% 2808
2025
Q1 		$0 Hold
11
– – ﹤0.01% 2778
2024
Q4 		$0 Buy
11
+1
+10% +$7 ﹤0.01% 2796
2024
Q3 		$0 Sell
10
-1
-9% -$9 ﹤0.01% 2828
2024
Q2 		$0 Hold
11
– – ﹤0.01% 2816
2024
Q1 		$0 Hold
11
– – ﹤0.01% 2802
2023
Q4 		$0 Buy
+11
New +$98 ﹤0.01% 2776

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
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
BBHC
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 $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Covestor's WEST Position: Q2 2026 in Review

Covestor increased its Westrock Coffee (WEST) stake by 100% in Q2 2026, buying an estimated $158 and bringing the position to 44 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Covestor first reported a position in WEST in Q4 2023 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Covestor held 44 shares of Westrock Coffee worth $0 as of Q2 2026.
  • Covestor bought 22 Westrock Coffee shares in Q2 2026, an estimated $158.
  • Westrock Coffee made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2878 holding.
  • Covestor first reported a position in Westrock Coffee in Q4 2023 and has held it in 11 quarters since.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.