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MAI Capital Management’s Westrock Coffee WEST Stock Holding History

MAI Capital 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 		– Sell
-2,207
Closed -$9.38K – 4686
2026
Q1 		$9.38K Sell
2,207
-843
-28% -$3.76K ﹤0.01% 3212
2025
Q4 		$12.4K Sell
3,050
-100,200
-97% -$439K ﹤0.01% 2753
2025
Q3 		$502K Hold
103,250
– – ﹤0.01% 914
2025
Q2 		$592K Hold
103,250
– – ﹤0.01% 802
2025
Q1 		$745K Hold
103,250
– – 0.01% 697
2024
Q4 		$663K Hold
103,250
– – ﹤0.01% 757
2024
Q3 		$671K Hold
103,250
– – 0.01% 666
2024
Q2 		$1.06M Hold
103,250
– – 0.01% 584
2024
Q1 		$1.07M Hold
103,250
– – 0.01% 557
2023
Q4 		$1.05M Hold
103,250
– – 0.01% 450
2023
Q3 		$915K Hold
103,250
– – 0.01% 455
2023
Q2 		$1.12M Buy
+103,250
New +$1.2M 0.02% 411

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

MAI Capital Management's WEST Position: Q2 2026 in Review

MAI Capital Management sold out of Westrock Coffee (WEST) in Q2 2026, closing a stake of 2,207 shares — an estimated $9.38K sold.

MAI Capital Management first reported a position in WEST in Q2 2023 and held it in 12 quarters. The position peaked at $1.12M in Q2 2023. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • MAI Capital Management reported no remaining Westrock Coffee position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,207 Westrock Coffee shares in Q2 2026, an estimated $9.38K.
  • MAI Capital Management first reported a position in Westrock Coffee in Q2 2023 and held it in 12 quarters.
  • MAI Capital Management's Westrock Coffee position peaked at $1.12M in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.