Geode Capital Management
WEST icon

Geode Capital Management’s Westrock Coffee WEST Stock Holding History

Geode Capital 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
2026
Q1 		$4.15M Buy
976,439
+81,779
+9% +$365K ﹤0.01% 2837
2025
Q4 		$3.64M Buy
894,660
+115
+0% +$503 ﹤0.01% 2929
2025
Q3 		$4.35M Buy
894,545
+4,710
+0.5% +$28.3K ﹤0.01% 2855
2025
Q2 		$5.1M Buy
889,835
+651
+0.1% +$4.2K ﹤0.01% 2716
2025
Q1 		$6.42M Buy
889,184
+47,958
+6% +$314K ﹤0.01% 2533
2024
Q4 		$5.4M Buy
841,226
+34,901
+4% +$240K ﹤0.01% 2709
2024
Q3 		$5.24M Buy
806,325
+43,731
+6% +$384K ﹤0.01% 2736
2024
Q2 		$7.8M Buy
762,594
+85,529
+13% +$879K ﹤0.01% 2478
2024
Q1 		$6.99M Buy
677,065
+15,049
+2% +$152K ﹤0.01% 2528
2023
Q4 		$6.76M Buy
662,016
+31,520
+5% +$282K ﹤0.01% 2548
2023
Q3 		$5.59M Buy
630,496
+189,241
+43% +$1.97M ﹤0.01% 2582
2023
Q2 		$4.8M Buy
441,255
+286,348
+185% +$3.32M ﹤0.01% 2704
2023
Q1 		$1.9M Buy
154,907
+7,316
+5% +$90.1K ﹤0.01% 3057
2022
Q4 		$1.97M Buy
+147,591
New +$1.76M ﹤0.01% 3046

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
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
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 $2.12B AUM 1.81% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $126M AUM