Fidelity Investments
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Fidelity Investments’s Westrock Coffee WEST Stock Holding History

Fidelity Investments’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 		$11.9M Buy
2,797,138
+41,852
+2% +$187K ﹤0.01% 1983
2025
Q4 		$11.2M Sell
2,755,286
-155,067
-5% -$679K ﹤0.01% 1984
2025
Q3 		$14.1M Buy
2,910,353
+363,544
+14% +$2.19M ﹤0.01% 1881
2025
Q2 		$14.6M Sell
2,546,809
-15,810
-0.6% -$102K ﹤0.01% 1792
2025
Q1 		$18.5M Buy
2,562,619
+130,579
+5% +$856K ﹤0.01% 1707
2024
Q4 		$15.6M Buy
2,432,040
+636,173
+35% +$4.37M ﹤0.01% 1801
2024
Q3 		$11.7M Sell
1,795,867
-3,784
-0.2% -$33.3K ﹤0.01% 1872
2024
Q2 		$18.4M Buy
1,799,651
+222
+0% +$2.28K ﹤0.01% 1680
2024
Q1 		$18.6M Buy
1,799,429
+64
+0% +$646 ﹤0.01% 1688
2023
Q4 		$18.4M Buy
1,799,365
+159,111
+10% +$1.42M ﹤0.01% 1661
2023
Q3 		$14.5M Buy
1,640,254
+378,866
+30% +$3.94M ﹤0.01% 1704
2023
Q2 		$13.7M Buy
1,261,388
+33,845
+3% +$392K ﹤0.01% 1770
2023
Q1 		$15M Buy
+1,227,543
New +$15.1M ﹤0.01% 1729

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
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
AC
Agman Capital Omaha, Nebraska $126M AUM

Fidelity Investments's WEST Position: Q1 2026 in Review

Fidelity Investments increased its Westrock Coffee (WEST) stake by 1.5% in Q1 2026, buying an estimated $187K and bringing the position to 2,797,138 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Fidelity Investments first reported a position in WEST in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.6M in Q1 2024. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Fidelity Investments held 2,797,138 shares of Westrock Coffee worth $11.9M as of Q1 2026.
  • Fidelity Investments bought 41,852 Westrock Coffee shares in Q1 2026, an estimated $187K.
  • Westrock Coffee made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1983 holding.
  • Fidelity Investments first reported a position in Westrock Coffee in Q1 2023 and has held it in 13 quarters since.
  • Fidelity Investments's Westrock Coffee position peaked at $18.6M in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.