KF
WEST icon

Krilogy Financial’s Westrock Coffee WEST Stock Holding History

Krilogy Financial’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
Q2 		– Sell
-166,237
Closed -$866K – 1148
2026
Q1 		$866K Buy
166,237
+1,135
+0.7% +$5.07K 0.03% 416
2025
Q4 		$769K Sell
165,102
-14,984
-8% -$65.6K 0.03% 416
2025
Q3 		$767K Sell
180,086
-19,928
-10% -$120K 0.03% 398
2025
Q2 		$1.15M Buy
+200,014
New +$1.29M 0.07% 173

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Krilogy Financial's WEST Position: Q2 2026 in Review

Krilogy Financial sold out of Westrock Coffee (WEST) in Q2 2026, closing a stake of 166,237 shares — an estimated $866K sold.

Krilogy Financial first reported a position in WEST in Q2 2025 and held it in 4 quarters. The position peaked at $1.15M in Q2 2025. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Krilogy Financial reported no remaining Westrock Coffee position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 166,237 Westrock Coffee shares in Q2 2026, an estimated $866K.
  • Krilogy Financial first reported a position in Westrock Coffee in Q2 2025 and held it in 4 quarters.
  • Krilogy Financial's Westrock Coffee position peaked at $1.15M in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.