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Diversified Trust’s Westrock Coffee WEST Stock Holding History

Diversified Trust’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 		$510K Hold
62,934
– – 0.01% 742
2026
Q1 		$267K Hold
62,934
– – 0.01% 881
2025
Q4 		$256K Sell
62,934
-965
-2% -$4.22K ﹤0.01% 877
2025
Q3 		$311K Buy
63,899
+965
+2% +$5.8K 0.01% 792
2025
Q2 		$361K Hold
62,934
– – 0.01% 692
2025
Q1 		$454K Sell
62,934
-163
-0.3% -$1.07K 0.01% 606
2024
Q4 		$405K Sell
63,097
-56,309
-47% -$386K 0.01% 648
2024
Q3 		$776K Buy
119,406
+6,756
+6% +$59.4K 0.02% 459
2024
Q2 		$1.15M Hold
112,650
– – 0.03% 298
2024
Q1 		$1.16M Hold
112,650
– – 0.04% 283
2023
Q4 		$1.15M Sell
112,650
-23
-0% -$206 0.04% 261
2023
Q3 		$998K Buy
112,673
+19,573
+21% +$204K 0.04% 263
2023
Q2 		$1.01M Hold
93,100
– – 0.04% 274
2023
Q1 		$1.14M Hold
93,100
– – 0.04% 230
2022
Q4 		$1.24M Hold
93,100
– – 0.05% 195
2022
Q3 		$962K Buy
+93,100
New +$988K 0.04% 214

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
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Diversified Trust's WEST Position: Q2 2026 in Review

Diversified Trust held its Westrock Coffee (WEST) position steady in Q2 2026 at 62,934 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #742.

Diversified Trust first reported a position in WEST in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q4 2022. 22 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Diversified Trust held 62,934 shares of Westrock Coffee worth $510K as of Q2 2026.
  • Diversified Trust left its Westrock Coffee share count unchanged in Q2 2026.
  • Westrock Coffee made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #742 holding.
  • Diversified Trust first reported a position in Westrock Coffee in Q3 2022 and has held it in 16 quarters since.
  • Diversified Trust's Westrock Coffee position peaked at $1.24M in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.