Essential Partners’s Westrock Coffee WEST Stock Holding History

Essential Partners’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 Q3	$2.63K	Sell	327 -263	-45%	-$2.07K	﹤0.01%	1812
2026 Q2	$4.79K	Sell	590 -379	-39%	-$2.72K	﹤0.01%	1563
2026 Q1	$4.12K	Buy	969 +950	+5,000%	+$4.24K	﹤0.01%	1673
2025 Q4	$77	Sell	19 -96	-83%	-$420	﹤0.01%	2586
2025 Q3	$559	Sell	115 -4	-3%	-$24	﹤0.01%	2180
2025 Q2	$682	Buy	+119	New	+$768	﹤0.01%	1614

Other funds holding WEST

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's WEST Position: Q3 2026 in Review

Essential Partners reduced its Westrock Coffee (WEST) stake by 45% in Q3 2026, selling an estimated $2.07K and leaving 327 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Essential Partners first reported a position in WEST in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.79K in Q2 2026. 14 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

Essential Partners held 327 shares of Westrock Coffee worth $2.63K as of Q3 2026.
Essential Partners sold 263 Westrock Coffee shares in Q3 2026, an estimated $2.07K.
Westrock Coffee made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1812 holding.
Essential Partners first reported a position in Westrock Coffee in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Westrock Coffee position peaked at $4.79K in Q2 2026.
14 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.