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 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 $239M AUM

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

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Wealth Partners's WEST Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Westrock Coffee (WEST) stake by 9.2% in Q1 2026, buying an estimated $13.8K and bringing the position to 36,540 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #377.

Legacy Capital Wealth Partners first reported a position in WEST in Q4 2023 and has held it in 9 quarters since. The position peaked at $297K in Q2 2024. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

Legacy Capital Wealth Partners held 36,540 shares of Westrock Coffee worth $155K as of Q1 2026.
Legacy Capital Wealth Partners bought 3,087 Westrock Coffee shares in Q1 2026, an estimated $13.8K.
Westrock Coffee made up 0.03% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #377 holding.
Legacy Capital Wealth Partners first reported a position in Westrock Coffee in Q4 2023 and has held it in 9 quarters since.
Legacy Capital Wealth Partners's Westrock Coffee position peaked at $297K in Q2 2024.
130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.