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Lathrop Investment Management’s Westrock Coffee WEST Stock Holding History

Lathrop Investment 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
Q2 		$192K Hold
23,615
– – 0.03% 89
2026
Q1 		$100K Hold
23,615
– – 0.02% 83
2025
Q4 		$96K Buy
23,615
+5,400
+30% +$23.6K 0.02% 85
2025
Q3 		$89K Buy
18,215
+1,000
+6% +$6.01K 0.02% 81
2025
Q2 		$99K Hold
17,215
– – 0.02% 83
2025
Q1 		$124K Hold
17,215
– – 0.02% 83
2024
Q4 		$111K Buy
+17,215
New +$118K 0.02% 86

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

Lathrop Investment Management's WEST Position: Q2 2026 in Review

Lathrop Investment Management held its Westrock Coffee (WEST) position steady in Q2 2026 at 23,615 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #89.

Lathrop Investment Management first reported a position in WEST in Q4 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Lathrop Investment Management held 23,615 shares of Westrock Coffee worth $192K as of Q2 2026.
  • Lathrop Investment Management left its Westrock Coffee share count unchanged in Q2 2026.
  • Westrock Coffee made up 0.03% of Lathrop Investment Management's portfolio in Q2 2026, its #89 holding.
  • Lathrop Investment Management first reported a position in Westrock Coffee in Q4 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.