Lee, Danner & Bass
WEST icon

Lee, Danner & Bass’s Westrock Coffee WEST Stock Holding History

Lee, Danner & Bass’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
Q3 		$2.28M Hold
283,000
– – 0.13% 115
2026
Q2 		$2.3M Hold
283,000
– – 0.13% 116
2026
Q1 		$1.2M Buy
+283,000
New +$1.26M 0.08% 143

Other funds holding WEST

Stephens Group
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $142M AUM 47.58% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Piedmont Capital Management (North Carolina)
Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Lee, Danner & Bass's WEST Position: Q3 2026 in Review

Lee, Danner & Bass held its Westrock Coffee (WEST) position steady in Q3 2026 at 283,000 shares worth $2.28M. The position accounts for 0.13% of the portfolio, ranked #115.

Lee, Danner & Bass first reported a position in WEST in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.3M in Q2 2026. 37 funds tracked by Wall St. Rank hold WEST as of Q3 2026.

  • Lee, Danner & Bass held 283,000 shares of Westrock Coffee worth $2.28M as of Q3 2026.
  • Lee, Danner & Bass left its Westrock Coffee share count unchanged in Q3 2026.
  • Westrock Coffee made up 0.13% of Lee, Danner & Bass's portfolio in Q3 2026, its #115 holding.
  • Lee, Danner & Bass first reported a position in Westrock Coffee in Q1 2026 and has held it in 3 quarters since.
  • Lee, Danner & Bass's Westrock Coffee position peaked at $2.3M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Westrock Coffee as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.