Greenwood Gearhart’s Westrock Coffee WEST Stock Holding History

Greenwood Gearhart’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	$247K	Sell	58,167 -300	-0.5%	-$1.34K	0.01%	110
2025 Q4	$238K	Buy	58,467 +30,914	+112%	+$135K	0.01%	98
2025 Q3	$134K	Hold	27,553	–	–	0.01%	104
2025 Q2	$158K	Hold	27,553	–	–	0.01%	105
2025 Q1	$199K	Hold	27,553	–	–	0.01%	105
2024 Q4	$177K	Buy	27,553 +300	+1%	+$2.06K	0.01%	127
2024 Q3	$177K	Hold	27,253	–	–	0.01%	105
2024 Q2	$279K	Hold	27,253	–	–	0.03%	90
2024 Q1	$282K	Buy	27,253 +7,253	+36%	+$73.2K	0.03%	89
2023 Q4	$204K	Buy	+20,000	New	+$179K	0.02%	93

Other funds holding WEST

HF Capital Knoxville, Tennessee $239M AUM

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

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenwood Gearhart's WEST Position: Q1 2026 in Review

Greenwood Gearhart reduced its Westrock Coffee (WEST) stake by 0.51% in Q1 2026, selling an estimated $1.34K and leaving 58,167 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #110.

Greenwood Gearhart first reported a position in WEST in Q4 2023 and has held it in 10 quarters since. The position peaked at $282K in Q1 2024. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

Greenwood Gearhart held 58,167 shares of Westrock Coffee worth $247K as of Q1 2026.
Greenwood Gearhart sold 300 Westrock Coffee shares in Q1 2026, an estimated $1.34K.
Westrock Coffee made up 0.01% of Greenwood Gearhart's portfolio in Q1 2026, its #110 holding.
Greenwood Gearhart first reported a position in Westrock Coffee in Q4 2023 and has held it in 10 quarters since.
Greenwood Gearhart's Westrock Coffee position peaked at $282K in Q1 2024.
130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Greenwood Gearhart's 13F filing for Q1 2026, filed 7 May 2026.