MCM
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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
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 $239M AUM
SG
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
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAI Capital Management's WEST Position: Q1 2026 in Review

MAI Capital Management reduced its Westrock Coffee (WEST) stake by 28% in Q1 2026, selling an estimated $3.76K and leaving 2,207 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

MAI Capital Management first reported a position in WEST in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2023. 130 funds tracked by Wall St. Rank hold WEST as of Q1 2026.

  • MAI Capital Management held 2,207 shares of Westrock Coffee worth $9.38K as of Q1 2026.
  • MAI Capital Management sold 843 Westrock Coffee shares in Q1 2026, an estimated $3.76K.
  • Westrock Coffee made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3212 holding.
  • MAI Capital Management first reported a position in Westrock Coffee in Q2 2023 and has held it in 12 quarters since.
  • MAI Capital Management's Westrock Coffee position peaked at $1.12M in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Westrock Coffee as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.