Invesco
WEST icon

Invesco’s Westrock Coffee WEST Stock Holding History

Invesco’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 		$78.3K Buy
18,413
+5,037
+38% +$22.5K ﹤0.01% 3653
2025
Q4 		$54.4K Sell
13,376
-424
-3% -$1.86K ﹤0.01% 3698
2025
Q3 		$67.1K Sell
13,800
-587
-4% -$3.53K ﹤0.01% 3728
2025
Q2 		$82.4K Buy
14,387
+129
+0.9% +$833 ﹤0.01% 3671
2025
Q1 		$103K Sell
14,258
-498
-3% -$3.26K ﹤0.01% 3622
2024
Q4 		$94.7K Buy
14,756
+378
+3% +$2.59K ﹤0.01% 3633
2024
Q3 		$93.5K Buy
14,378
+187
+1% +$1.64K ﹤0.01% 3628
2024
Q2 		$145K Buy
14,191
+805
+6% +$8.28K ﹤0.01% 3700
2024
Q1 		$138K Sell
13,386
-147
-1% -$1.48K ﹤0.01% 3712
2023
Q4 		$138K Sell
13,533
-1,569
-10% -$14K ﹤0.01% 3638
2023
Q3 		$134K Sell
15,102
-410
-3% -$4.27K ﹤0.01% 3679
2023
Q2 		$169K Buy
+15,512
New +$180K ﹤0.01% 3649

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 $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

Invesco's WEST Position: Q1 2026 in Review

Invesco increased its Westrock Coffee (WEST) stake by 38% in Q1 2026, buying an estimated $22.5K and bringing the position to 18,413 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

Invesco first reported a position in WEST in Q2 2023 and has held it in 12 quarters since. The position peaked at $169K in Q2 2023. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • Invesco held 18,413 shares of Westrock Coffee worth $78.3K as of Q1 2026.
  • Invesco bought 5,037 Westrock Coffee shares in Q1 2026, an estimated $22.5K.
  • Westrock Coffee made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3653 holding.
  • Invesco first reported a position in Westrock Coffee in Q2 2023 and has held it in 12 quarters since.
  • Invesco's Westrock Coffee position peaked at $169K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.