Legacy Capital Wealth Partners’s Westrock Coffee WEST Stock Holding History

Legacy Capital Wealth Partners’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	$280K	Sell	34,500 -2,040	-6%	-$14.6K	0.05%	303
2026 Q1	$155K	Buy	36,540 +3,087	+9%	+$13.8K	0.03%	377
2025 Q4	$136K	Sell	33,453 -5,473	-14%	-$24K	0.03%	370
2025 Q3	$189K	Buy	38,926 +2,798	+8%	+$16.8K	0.04%	371
2025 Q2	$207K	Buy	36,128 +23	+0.1%	+$148	0.05%	358
2025 Q1	$261K	Buy	36,105 +9,940	+38%	+$65.1K	0.06%	306
2024 Q4	$168K	Sell	26,165 -10,289	-28%	-$70.6K	0.04%	334
2024 Q3	$237K	Buy	36,454 +7,422	+26%	+$65.3K	0.05%	313
2024 Q2	$297K	Buy	+29,032	New	+$298K	0.08%	240
2024 Q1	–	Sell	-17,523	Closed	-$179K	–	348
2023 Q4	$179K	Buy	+17,523	New	+$157K	0.05%	276

Other funds holding WEST

HF Capital Knoxville, Tennessee $297M AUM

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Agman Capital Omaha, Nebraska $159M AUM

Legacy Capital Wealth Partners's WEST Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Westrock Coffee (WEST) stake by 5.6% in Q2 2026, selling an estimated $14.6K and leaving 34,500 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #303.

Legacy Capital Wealth Partners first reported a position in WEST in Q4 2023 and has held it in 10 quarters since. The position peaked at $297K in Q2 2024. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Legacy Capital Wealth Partners held 34,500 shares of Westrock Coffee worth $280K as of Q2 2026.
Legacy Capital Wealth Partners sold 2,040 Westrock Coffee shares in Q2 2026, an estimated $14.6K.
Westrock Coffee made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #303 holding.
Legacy Capital Wealth Partners first reported a position in Westrock Coffee in Q4 2023 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's Westrock Coffee position peaked at $297K in Q2 2024.
148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.