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Cresset Asset Management’s Westrock Coffee WEST Stock Holding History

Cresset Asset Management’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
2025
Q3 		– Sell
-50,000
Closed -$287K – 1591
2025
Q2 		$287K Sell
50,000
-5,328
-10% -$34.4K ﹤0.01% 1150
2025
Q1 		$399K Buy
55,328
+328
+0.6% +$2.15K ﹤0.01% 1183
2024
Q4 		$353K Buy
+55,000
New +$377K ﹤0.01% 1267

Other funds holding WEST

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Cresset Asset Management's WEST Position: Q3 2025 in Review

Cresset Asset Management sold out of Westrock Coffee (WEST) in Q3 2025, closing a stake of 50,000 shares — an estimated $287K sold.

Cresset Asset Management first reported a position in WEST in Q4 2024 and held it in 3 quarters. The position peaked at $399K in Q1 2025. 129 funds tracked by Wall St. Rank hold WEST as of Q3 2025.

  • Cresset Asset Management reported no remaining Westrock Coffee position as of Q3 2025 after selling out during the quarter.
  • Cresset Asset Management sold 50,000 Westrock Coffee shares in Q3 2025, an estimated $287K.
  • Cresset Asset Management first reported a position in Westrock Coffee in Q4 2024 and held it in 3 quarters.
  • Cresset Asset Management's Westrock Coffee position peaked at $399K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2025.

Based on Cresset Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.