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
Q2 		$355K Buy
43,786
+17,625
+67% +$127K ﹤0.01% 3442
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 $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

Creative Planning's WEST Position: Q2 2026 in Review

Creative Planning increased its Westrock Coffee (WEST) stake by 67% in Q2 2026, buying an estimated $127K and bringing the position to 43,786 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

Creative Planning first reported a position in WEST in Q4 2024 and has held it in 6 quarters since. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Creative Planning held 43,786 shares of Westrock Coffee worth $355K as of Q2 2026.
  • Creative Planning bought 17,625 Westrock Coffee shares in Q2 2026, an estimated $127K.
  • Westrock Coffee made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3442 holding.
  • Creative Planning first reported a position in Westrock Coffee in Q4 2024 and has held it in 6 quarters since.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.