Creative Planning
WEST icon

Creative Planning’s Westrock Coffee WEST Stock Holding History

Creative Planning’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 		$111K Buy
26,161
+8,187
+46% +$36.5K ﹤0.01% 3877
2025
Q4 		$73.2K Buy
+17,974
New +$78.7K ﹤0.01% 3757
2025
Q3 		– Sell
-12,239
Closed -$70.1K – 4030
2025
Q2 		$70.1K Sell
12,239
-6,467
-35% -$41.7K ﹤0.01% 3479
2025
Q1 		$135K Sell
18,706
-8,761
-32% -$57.4K ﹤0.01% 3190
2024
Q4 		$176K Buy
+27,467
New +$189K ﹤0.01% 3009

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M 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 $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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 $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's WEST Position: Q1 2026 in Review

Creative Planning increased its Westrock Coffee (WEST) stake by 46% in Q1 2026, buying an estimated $36.5K and bringing the position to 26,161 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3877.

Creative Planning first reported a position in WEST in Q4 2024 and has held it in 5 quarters since. The position peaked at $176K in Q4 2024. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Creative Planning held 26,161 shares of Westrock Coffee worth $111K as of Q1 2026.
  • Creative Planning bought 8,187 Westrock Coffee shares in Q1 2026, an estimated $36.5K.
  • Westrock Coffee made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3877 holding.
  • Creative Planning first reported a position in Westrock Coffee in Q4 2024 and has held it in 5 quarters since.
  • Creative Planning's Westrock Coffee position peaked at $176K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.